Zamler, Mellen & Shiffman Profit Sharing Plan — Form 5500 plan (Zamler, Mellen & Shiffman, P.C.)

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, Zamler, Mellen & Shiffman Profit Sharing Plan is a benefit plan reported by Zamler, Mellen & Shiffman, P.C. under EIN 38-1903244 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $24,221,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zamler, Mellen & Shiffman, P.C.
EIN
38-1903244
Plan number
001
Plan type
2
Location
Bingham Farms, MI
Latest filing year
2023
Participants
3
End-of-year plan assets
$24,221,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241014160202NAL0015256787008

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$24,221,173
Net assets (EOY)
$24,221,173
Net assets (BOY)
$24,031,102

Income & contributions

Total income / additions
$2,303,460

Expenses & distributions

Benefits paid
$1,988,505
Total expenses
$2,113,389
Net increase / (decrease)
$190,071

Service provider compensation (Schedule C)

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

Related Form 5500 pages