Alexander Corder And Shelly Pc Profit Sharing Plan — Form 5500 plan (Alexander Corder Plunk & Shelly Pc)

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, Alexander Corder And Shelly Pc Profit Sharing Plan is a benefit plan reported by Alexander Corder Plunk & Shelly Pc under EIN 63-0929898 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,930,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alexander Corder Plunk & Shelly Pc
EIN
63-0929898
Plan number
001
Plan type
2
Location
Athens, AL
Latest filing year
2023
Participants
2
End-of-year plan assets
$2,930,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20250226092020NAL0001466816001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,930,721
Net assets (EOY)
$2,930,721
Net assets (BOY)
$2,589,283

Income & contributions

Total income / additions
$462,105

Expenses & distributions

Benefits paid
$114,705
Administrative expenses
$5,962
Total expenses
$120,667
Net increase / (decrease)
$341,438

Service provider compensation (Schedule C)

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

Related Form 5500 pages