Jeffrey & Mitchell, P.C. Profit Sharing Plan — Form 5500 plan (Jeffrey & Mitchell, P.C.)
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, Jeffrey & Mitchell, P.C. Profit Sharing Plan is a benefit plan reported by Jeffrey & Mitchell, P.C. under EIN 27-2383550 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $80,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffrey & Mitchell, P.C.
- EIN
- 27-2383550
- Plan number
- 001
- Plan type
- 2
- Location
- Bulverde, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $80,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241015154844NAL0057054914001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $80,289
- Net assets (EOY)
- $80,289
- Net assets (BOY)
- $88,610
Income & contributions
- Total income / additions
- -$8,321
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$8,321
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.