Shapiro & Shimokaji 401(K) Profit Sharing Plan — Form 5500 plan (Michael Shapiro, Md & Gayle Shimokaji, Md)
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, Shapiro & Shimokaji 401(K) Profit Sharing Plan is a benefit plan reported by Michael Shapiro, Md & Gayle Shimokaji, Md under EIN 46-4316070 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $7,011,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Shapiro, Md & Gayle Shimokaji, Md
- EIN
- 46-4316070
- Plan number
- 002
- Plan type
- 2
- Location
- Greenbrae, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $7,011,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240703175318NAL0014103906001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,011,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,011,550
- Net assets (BOY)
- $5,491,037
Income & contributions
- Employer contributions
- $7,275
- Participant contributions
- $60,000
- Total income / additions
- $1,729,016
Expenses & distributions
- Total expenses
- $208,503
- Net increase / (decrease)
- $1,520,513
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.