Retirement Plan Of Alison M. Byers Separate Trust No. 1 — Form 5500 plan (Alison M Byers Separate Trust No 1)
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, Retirement Plan Of Alison M. Byers Separate Trust No. 1 is a benefit plan reported by Alison M Byers Separate Trust No 1 under EIN 25-6437499 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $948,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alison M Byers Separate Trust No 1
- EIN
- 25-6437499
- Plan number
- 001
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $948,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240701081201NAL0003977409005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $948,628
- Net assets (EOY)
- $948,628
- Net assets (BOY)
- $1,010,370
Income & contributions
- Employer contributions
- $46,585
- Total income / additions
- $183,504
Expenses & distributions
- Benefits paid
- $245,246
- Total expenses
- $245,246
- Net increase / (decrease)
- -$61,742
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.