Paul R. Earnhart, Inc. Retirement Plan — Form 5500 plan (Paul R. Earnhart, Inc.)
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, Paul R. Earnhart, Inc. Retirement Plan is a benefit plan reported by Paul R. Earnhart, Inc. under EIN 33-0110218 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $6,703,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul R. Earnhart, Inc.
- EIN
- 33-0110218
- Plan number
- 003
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $6,703,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240926145822NAL0000466483001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,703,449
- Net assets (EOY)
- $6,703,449
- Net assets (BOY)
- $5,923,789
Income & contributions
- Employer contributions
- $198,000
- Participant contributions
- $0
- Total income / additions
- $786,289
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6,629
- Total expenses
- $6,629
- Net increase / (decrease)
- $779,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.