Klye Abshire & James Hoffman Co-Trustees For A Profit Sharing Plan — Form 5500 plan (Dr Kyle D Abshire & Dr James R Hoffman Pa)
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, Klye Abshire & James Hoffman Co-Trustees For A Profit Sharing Plan is a benefit plan reported by Dr Kyle D Abshire & Dr James R Hoffman Pa under EIN 59-2812237 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $2,594,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dr Kyle D Abshire & Dr James R Hoffman Pa
- EIN
- 59-2812237
- Plan number
- 001
- Plan type
- 2
- Location
- Orange Park, FL
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $2,594,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20250915102149NAL0000649619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,594,312
- Net assets (EOY)
- $2,594,312
- Net assets (BOY)
- $2,172,442
Income & contributions
- Employer contributions
- $71,000
- Total income / additions
- $467,048
Expenses & distributions
- Benefits paid
- $20,726
- Administrative expenses
- $24,452
- Total expenses
- $45,178
- Net increase / (decrease)
- $421,870
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.