2023 Form 5500 filing — Applegate & Company Cpas 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 20241015153334NAL0028950001001) for Applegate & Company Cpas Profit Sharing Plan, reported by Applegate & Company, Pc under EIN 46-4405607 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015153334NAL0028950001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applegate & Company, Pc
- EIN
- 46-4405607
- Plan number
- 001
- Location
- Michigan City, IN
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,761,908
- Net assets (EOY)
- $4,761,908
- Employer contributions
- $47,170
- Participant contributions
- $155,194
- Total income / additions
- $843,633
- Total expenses
- $0
- Net increase / (decrease)
- $843,633
- Schedule source
- Schedule I