Continental Brokerage Corporation Profit Sharing Plan — Form 5500 plan (Continental Brokerage Corporation)
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, Continental Brokerage Corporation Profit Sharing Plan is a benefit plan reported by Continental Brokerage Corporation under EIN 63-0755765 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $5,896,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Continental Brokerage Corporation
- EIN
- 63-0755765
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain Brook, AL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $5,896,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240725114616NAL0014393633005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,896,983
- Net assets (EOY)
- $5,896,983
- Net assets (BOY)
- $4,755,430
Income & contributions
- Employer contributions
- $68,892
- Total income / additions
- $1,348,556
Expenses & distributions
- Benefits paid
- $181,850
- Administrative expenses
- $25,153
- Total expenses
- $207,003
- Net increase / (decrease)
- $1,141,553
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.