Almich & Associates Profit Sharing 401(K) Plan — Form 5500 plan (Almich & Associates An 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, Almich & Associates Profit Sharing 401(K) Plan is a benefit plan reported by Almich & Associates An Accountancy Corporation under EIN 33-0526284 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $2,860,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Almich & Associates An Accountancy Corporation
- EIN
- 33-0526284
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $2,860,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240820111425NAL0002499345001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,860,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,860,268
- Net assets (BOY)
- $3,337,163
Income & contributions
- Employer contributions
- $270,284
- Participant contributions
- $123,471
- Total income / additions
- $927,010
Expenses & distributions
- Benefits paid
- $1,403,432
- Administrative expenses
- $473
- Total expenses
- $1,403,905
- Net increase / (decrease)
- -$476,895
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.