Wright & Wright, P.C. Profit Sharing Plan — Form 5500 plan (Wright & Wright, P.C.)
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, Wright & Wright, P.C. Profit Sharing Plan is a benefit plan reported by Wright & Wright, P.C. under EIN 63-0658209 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,933,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wright & Wright, P.C.
- EIN
- 63-0658209
- Plan number
- 001
- Plan type
- 2
- Location
- Guntersville, AL
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,933,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241203070415NAL0001299059001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,933,883
- Net assets (EOY)
- $1,933,883
- Net assets (BOY)
- $1,665,525
Income & contributions
- Employer contributions
- $10,000
- Total income / additions
- $272,415
Expenses & distributions
- Administrative expenses
- $4,057
- Total expenses
- $4,057
- Net increase / (decrease)
- $268,358
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.