2023 Form 5500 filing — Aalfs, Evans & Company Profit Sharing 401(K) 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 20241004183304NAL0006958835001) for Aalfs, Evans & Company Profit Sharing 401(K) Plan, reported by Aalfs, Evans & Company Llp under EIN 68-0154024 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004183304NAL0006958835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aalfs, Evans & Company Llp
- EIN
- 68-0154024
- Plan number
- 001
- Location
- Eureka, CA
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,064,349
- Net assets (EOY)
- $3,064,349
- Employer contributions
- $37,501
- Participant contributions
- $76,367
- Total income / additions
- $691,631
- Benefits paid
- $1,372,287
- Administrative expenses
- $17,963
- Total expenses
- $1,390,250
- Net increase / (decrease)
- -$698,619
- Schedule source
- Schedule I