James Lawyer Law Firm Pc Profit Sharing Plain And Trust — Form 5500 plan (James Lawyer Law Firm Pc)
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 Lawyer Law Firm Pc Profit Sharing Plain And Trust is a benefit plan reported by James Lawyer Law Firm Pc under EIN 42-1132273 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $8,455,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James Lawyer Law Firm Pc
- EIN
- 42-1132273
- Plan number
- 001
- Plan type
- 2
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $8,455,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20251016004724NAL0006073105001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,455,262
- Net assets (EOY)
- $8,455,262
- Net assets (BOY)
- $7,681,943
Income & contributions
- Employer contributions
- $23,934
- Participant contributions
- $157,150
- Total income / additions
- $1,571,803
Expenses & distributions
- Benefits paid
- $798,484
- Total expenses
- $798,484
- Net increase / (decrease)
- $773,319
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.