2023 Form 5500 filing — William B. Adams, An Accountancy Corporation 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 20250514140300NAL0018891313001) for William B. Adams, An Accountancy Corporation Profit Sharing Plan, reported by William B. Adams An Accntcy Corp under EIN 95-3050596 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250514140300NAL0018891313001
Filing year
2023
Form type
2
Plan sponsor
William B. Adams An Accntcy Corp
EIN
95-3050596
Plan number
002
Location
Prescott Valley, AZ
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$103,620
Net assets (EOY)
$103,620
Total income / additions
$5,522
Benefits paid
$7,085
Total expenses
$7,085
Net increase / (decrease)
-$1,563
Schedule source
Schedule I

Related Form 5500 pages