Dr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. Pc Profit Sharing Plan — Form 5500 plan (Delaney, Plunkett, Ralstrom, Makow)

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, Dr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. Pc Profit Sharing Plan is a benefit plan reported by Delaney, Plunkett, Ralstrom, Makow under EIN 38-1877722 and plan number 001. The latest loaded filing year is 2023. The filing reports 57 participants and $7,504,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delaney, Plunkett, Ralstrom, Makow
EIN
38-1877722
Plan number
001
Plan type
2
Location
Clinton Township, MI
Latest filing year
2023
Participants
57
End-of-year plan assets
$7,504,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202357I20240701144007NAL0008215234001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,504,753
Net assets (EOY)
$7,504,753
Net assets (BOY)
$9,837,554

Income & contributions

Employer contributions
$184,925
Participant contributions
$263,418
Total income / additions
$1,633,305

Expenses & distributions

Benefits paid
$3,901,052
Administrative expenses
$65,054
Total expenses
$3,966,106
Net increase / (decrease)
-$2,332,801

Service provider compensation (Schedule C)

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

Related Form 5500 pages