Larry D. Alumbaugh Profit Sharing Plan — Form 5500 plan (Larry D. Alumbaugh)

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, Larry D. Alumbaugh Profit Sharing Plan is a benefit plan reported by Larry D. Alumbaugh under EIN 59-1654463 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,669,463 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,669,463
Participants4Covered participants reported
Assets / participant$667.4KComputed: assets ÷ participants$667,366 (computed)
Provider compensationNone reported
Plan sponsor
Larry D. Alumbaugh
EIN
59-1654463
Plan number
001
Plan type
2
Location
Venice, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240612140200NAL0060068354001
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)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$426.1K
Total expenses$115.6K
Benefits paid / distributions$110.5K
Contributions
Employer$46.7K
Participant$8.5K
Full reported line items

Net assets

Total assets (EOY)
$2,669,463
Net assets (EOY)
$2,669,463
Net assets (BOY)
$2,358,955

Income & contributions

Employer contributions
$46,739
Participant contributions
$8,535
Total income / additions
$426,119

Expenses & distributions

Benefits paid
$110,472
Administrative expenses
$5,139
Total expenses
$115,611
Net increase / (decrease)
$310,508
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.

Contribution share (employer vs. participant)
Employer 85%Participant 15%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages