Reed B. Mcclintock Profit Sharing Keogh Plan And Trust — Form 5500 plan (Reed B. Mcclintock)
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, Reed B. Mcclintock Profit Sharing Keogh Plan And Trust is a benefit plan reported by Reed B. Mcclintock under EIN 68-0077379 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $4,219,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reed B. Mcclintock
- EIN
- 68-0077379
- Plan number
- 002
- Plan type
- 2
- Location
- Greenbrae, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $4,219,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240913125456NAL0011683697001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,219,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,219,678
- Net assets (BOY)
- $4,161,559
Income & contributions
- Total income / additions
- $308,119
Expenses & distributions
- Benefits paid
- $250,000
- Total expenses
- $250,000
- Net increase / (decrease)
- $58,119
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.