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, Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(K) Plan I is a benefit plan reported by Babst, Calland, Clements & Zomnir, P.C. under EIN 25-1523683 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $70,096,395 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,096,395
- Net assets (EOY)
- $70,096,395
- Net assets (BOY)
- $63,213,797
Income & contributions
- Employer contributions
- $1,951,517
- Participant contributions
- $1,726,948
- Total contributions
- $3,707,313
- Total income / additions
- $13,088,224
Expenses & distributions
- Benefits paid
- $6,334,578
- Administrative expenses
- $29,592
- Total expenses
- $6,364,170
- Net increase / (decrease)
- $6,724,054