Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(K) Ps Plan — Form 5500 plan (Shannon, Martin, Finkelstein, Alvarado & Dunne 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, Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(K) Ps Plan is a benefit plan reported by Shannon, Martin, Finkelstein, Alvarado & Dunne Pc under EIN 76-0338861 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $12,307,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shannon, Martin, Finkelstein, Alvarado & Dunne Pc
- EIN
- 76-0338861
- Plan number
- 001
- Plan type
- 2
- Location
- Katy, TX
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $12,307,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241009153408NAL0037539698001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,307,374
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $12,307,371
- Net assets (BOY)
- $10,310,210
Income & contributions
- Employer contributions
- $375
- Participant contributions
- $166,182
- Total income / additions
- $2,205,733
Expenses & distributions
- Benefits paid
- $201,656
- Administrative expenses
- $6,916
- Total expenses
- $208,572
- Net increase / (decrease)
- $1,997,161
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.