Mark M. Glickman Cpa Psp Part Qrp — Form 5500 plan (Mark M. Glickman, Cpa)
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, Mark M. Glickman Cpa Psp Part Qrp is a benefit plan reported by Mark M. Glickman, Cpa under EIN 68-0003929 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,706,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark M. Glickman, Cpa
- EIN
- 68-0003929
- Plan number
- 001
- Plan type
- 2
- Location
- Winters, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,706,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241012151838NAL0013439475003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,706,341
- Net assets (EOY)
- $3,706,341
- Net assets (BOY)
- $3,089,068
Income & contributions
- Employer contributions
- $56,141
- Participant contributions
- $23,125
- Total income / additions
- $663,050
Expenses & distributions
- Benefits paid
- $23,125
- Administrative expenses
- $22,652
- Total expenses
- $45,777
- Net increase / (decrease)
- $617,273
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.