Athihalli Nagaraj Money Purchase Plan & Trust — Form 5500 plan (Athihalli Nagaraj)
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, Athihalli Nagaraj Money Purchase Plan & Trust is a benefit plan reported by Athihalli Nagaraj under EIN 61-1540913 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,364,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athihalli Nagaraj
- EIN
- 61-1540913
- Plan number
- 001
- Plan type
- 2
- Location
- Willowbrook, IL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,364,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241007103007NAL0007488995003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,364,362
- Net assets (EOY)
- $1,364,362
- Net assets (BOY)
- $1,160,517
Income & contributions
- Total income / additions
- $203,845
Expenses & distributions
- Net increase / (decrease)
- $203,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.