Drs. Akst & Batos, Inc. 401k Profit Sharing Plan — Form 5500 plan (Drs. Akst & Batos, 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, Drs. Akst & Batos, Inc. 401k Profit Sharing Plan is a benefit plan reported by Drs. Akst & Batos, Inc. under EIN 34-1088302 and plan number 004. The latest loaded filing year is 2023. The filing reports 14 participants and $4,047,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drs. Akst & Batos, Inc.
EIN
34-1088302
Plan number
004
Plan type
2
Location
Willoughby, OH
Latest filing year
2023
Participants
14
End-of-year plan assets
$4,047,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20250127081502NAL0012827697001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,047,538
Net assets (EOY)
$4,047,538
Net assets (BOY)
$3,219,801

Income & contributions

Employer contributions
$72,774
Participant contributions
$39,696
Total income / additions
$967,728

Expenses & distributions

Benefits paid
$108,702
Administrative expenses
$31,289
Total expenses
$139,991
Net increase / (decrease)
$827,737

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages