Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Thomas D. Weddell, Cpa, 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, Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Thomas D. Weddell, Cpa, Pc under EIN 75-3147799 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $868,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas D. Weddell, Cpa, Pc
- EIN
- 75-3147799
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Tavern, NY
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $868,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241015111509NAL0029368129008 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $868,530
- Net assets (EOY)
- $868,530
- Net assets (BOY)
- $750,981
Income & contributions
- Participant contributions
- $41,600
- Total income / additions
- $117,549
Expenses & distributions
- Net increase / (decrease)
- $117,549
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.