Park, Nelson, Caywood & Jones Profit Sharing Plan — Form 5500 plan (Park, Nelson, Caywood & Jones, Llp)
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, Park, Nelson, Caywood & Jones Profit Sharing Plan is a benefit plan reported by Park, Nelson, Caywood & Jones, Llp under EIN 73-0773695 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $3,414,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Park, Nelson, Caywood & Jones, Llp
- EIN
- 73-0773695
- Plan number
- 001
- Plan type
- 2
- Location
- Chickasha, OK
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $3,414,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240422091343NAL0005841475001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,414,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,414,563
- Net assets (BOY)
- $3,291,711
Income & contributions
- Employer contributions
- $74,120
- Total income / additions
- $372,575
Expenses & distributions
- Benefits paid
- $213,214
- Administrative expenses
- $32,390
- Total expenses
- $249,723
- Net increase / (decrease)
- $122,852
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.