James L. Stan Attorney-Cpa Money Purchase Plan And Trust — Form 5500 plan (James L. Stan Attorney-Cpa)
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, James L. Stan Attorney-Cpa Money Purchase Plan And Trust is a benefit plan reported by James L. Stan Attorney-Cpa under EIN 35-1660941 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,193,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James L. Stan Attorney-Cpa
- EIN
- 35-1660941
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,193,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240923141444NAL0011449713001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,193,137
- Total liabilities (EOY)
- $299
- Net assets (EOY)
- $3,192,838
- Net assets (BOY)
- $1,877,033
Income & contributions
- Employer contributions
- $21,521
- Participant contributions
- $0
- Total income / additions
- $1,317,988
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,183
- Total expenses
- $2,183
- Net increase / (decrease)
- $1,315,805
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.