Ed Starkey & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Ed Starkey & Associates, Inc. Proft Sharing Plan)

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, Ed Starkey & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Ed Starkey & Associates, Inc. Proft Sharing Plan under EIN 59-1264712 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $903,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ed Starkey & Associates, Inc. Proft Sharing Plan
EIN
59-1264712
Plan number
001
Plan type
2
Location
Jacksonville Beach, FL
Latest filing year
2023
Participants
5
End-of-year plan assets
$903,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240910150008NAL0013408834003

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$903,573
Net assets (EOY)
$903,573
Net assets (BOY)
$1,645,073

Income & contributions

Total income / additions
$63,169

Expenses & distributions

Benefits paid
$795,876
Administrative expenses
$8,793
Total expenses
$804,669
Net increase / (decrease)
-$741,500

Service provider compensation (Schedule C)

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

Related Form 5500 pages