James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan — Form 5500 plan (James I. Alfriend Consulting Forester, LLC)

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 I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan is a benefit plan reported by James I. Alfriend Consulting Forester, LLC under EIN 58-1596462 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,587,822 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4MPlan net assets, end of year$2,382,822
Participants7Covered participants reported
Assets / participant$369.7KComputed: assets ÷ participants$369,689 (computed)
Provider compensationNone reported
Plan sponsor
James I. Alfriend Consulting Forester, LLC
EIN
58-1596462
Plan number
001
Plan type
2
Location
Thomson, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20241025110201NAL0000182850001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.4MLiabilities$205K
Money in vs. money out
Total income / additions$496.1K
Total expenses$298.4K
Benefits paid / distributions$276.5K
Contributions
Employer$50K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,587,822
Total liabilities (EOY)
$205,000
Net assets (EOY)
$2,382,822
Net assets (BOY)
$2,185,059

Income & contributions

Employer contributions
$50,000
Total income / additions
$496,122

Expenses & distributions

Benefits paid
$276,504
Total expenses
$298,359
Net increase / (decrease)
$197,763
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income56%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages