Profit Sharing Plan — Form 5500 plan (Alex W. Tom)
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, Profit Sharing Plan is a benefit plan reported by Alex W. Tom under EIN 77-0333145 and plan number 004. The latest loaded filing year is 2023. The filing reports 3 participants and $1,477,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alex W. Tom
- EIN
- 77-0333145
- Plan number
- 004
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,477,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240606180200NAL0022709345001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,477,274
- Net assets (EOY)
- $1,477,274
- Net assets (BOY)
- $984,437
Income & contributions
- Employer contributions
- $17,928
- Total income / additions
- $492,837
Expenses & distributions
- Net increase / (decrease)
- $492,837
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.