Scott Lyle Realtors Standardized Profit Sharing Pl — Form 5500 plan (Scott Lyle Realtors)
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, Scott Lyle Realtors Standardized Profit Sharing Pl is a benefit plan reported by Scott Lyle Realtors under EIN 33-0696137 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,896,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott Lyle Realtors
- EIN
- 33-0696137
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Springs, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,896,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241003131144NAL0005734547003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,896,364
- Total liabilities (EOY)
- $22,744
- Net assets (EOY)
- $1,873,620
- Net assets (BOY)
- $1,195,819
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $103,933
- Total income / additions
- $685,317
Expenses & distributions
- Total expenses
- $7,516
- Net increase / (decrease)
- $677,801
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.