Hal Brand, Cpa Accountancy Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Hal Brand, Cpa Accountancy Corporation)
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, Hal Brand, Cpa Accountancy Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Hal Brand, Cpa Accountancy Corporation under EIN 33-0294508 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $4,646,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hal Brand, Cpa Accountancy Corporation
- EIN
- 33-0294508
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $4,646,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240828201055NAL0012592097001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,646,099
- Net assets (EOY)
- $4,646,099
- Net assets (BOY)
- $3,141,560
Income & contributions
- Employer contributions
- $113,741
- Participant contributions
- $110,506
- Total income / additions
- $1,504,539
Expenses & distributions
- Net increase / (decrease)
- $1,504,539
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.