2023 Form 5500 filing — Executive Direction, Inc. - Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917175042NAL0003195681001) for Executive Direction, Inc. - Profit Sharing Plan, reported by Executive Direction, Inc. under EIN 94-2596747 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240917175042NAL0003195681001
Filing year
2023
Form type
2
Plan sponsor
Executive Direction, Inc.
EIN
94-2596747
Plan number
001
Location
Hillsborough, CA
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,603,293
Total liabilities (EOY)
$197,938
Net assets (EOY)
$11,405,355
Total income / additions
$644,704
Total expenses
$227,997
Net increase / (decrease)
$416,707
Schedule source
Schedule I

Related Form 5500 pages