Band, Rosenbaum & Martin, P.C. Profit Sharing Plan And Trust — Form 5500 plan (Band Rosenbaum & Martin, Pc)
Plain-English plan 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, Band, Rosenbaum & Martin, P.C. Profit Sharing Plan And Trust is a benefit plan reported by Band Rosenbaum & Martin, Pc under EIN 13-3095780 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $600,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Band Rosenbaum & Martin, Pc
- EIN
- 13-3095780
- Plan number
- 002
- Plan type
- 2
- Location
- Harrison, NY
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $600,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20250626111116NAL0004959635001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $600,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $600,679
- Net assets (BOY)
- $1,287,596
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $125,255
Expenses & distributions
- Benefits paid
- $809,077
- Administrative expenses
- $3,095
- Total expenses
- $812,172
- Net increase / (decrease)
- -$686,917
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.