B. Feld & Co., LLC 401(K) Profit Sharing Plan — Form 5500 plan (B. Feld & Co., LLC)
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, B. Feld & Co., LLC 401(K) Profit Sharing Plan is a benefit plan reported by B. Feld & Co., LLC under EIN 31-1580665 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,248,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B. Feld & Co., LLC
- EIN
- 31-1580665
- Plan number
- 001
- Plan type
- 2
- Location
- Centerville, OH
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,248,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240725125217NAL0014088609003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,248,567
- Net assets (EOY)
- $2,248,567
- Net assets (BOY)
- $1,623,063
Income & contributions
- Employer contributions
- $53,519
- Participant contributions
- $74,668
- Total income / additions
- $626,133
Expenses & distributions
- Administrative expenses
- $629
- Total expenses
- $629
- Net increase / (decrease)
- $625,504
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.