Piccione Keeley & Associates Ltd Profit Sharing Plan — Form 5500 plan (Piccione Keeley & Associates)
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, Piccione Keeley & Associates Ltd Profit Sharing Plan is a benefit plan reported by Piccione Keeley & Associates under EIN 36-3051412 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $11,527,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piccione Keeley & Associates
- EIN
- 36-3051412
- Plan number
- 001
- Plan type
- 2
- Location
- Wheaton, IL
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $11,527,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240606105627NAL0022031313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,527,946
- Net assets (EOY)
- $11,527,946
- Net assets (BOY)
- $9,944,870
Income & contributions
- Employer contributions
- $40,000
- Participant contributions
- $110,043
- Total income / additions
- $1,596,878
Expenses & distributions
- Benefits paid
- $9,314
- Administrative expenses
- $4,488
- Total expenses
- $13,802
- Net increase / (decrease)
- $1,583,076
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.