Fenton & Keller Profit Sharing Plan — Form 5500 plan (Fenton & Keller, A Professional Corporation)
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, Fenton & Keller Profit Sharing Plan is a benefit plan reported by Fenton & Keller, A Professional Corporation under EIN 77-0354151 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $10,691,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenton & Keller, A Professional Corporation
- EIN
- 77-0354151
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $10,691,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240916120627NAL0003810082001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,691,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,691,722
- Net assets (BOY)
- $8,680,251
Income & contributions
- Employer contributions
- $201,285
- Participant contributions
- $421,346
- Total income / additions
- $2,171,717
Expenses & distributions
- Benefits paid
- $152,677
- Administrative expenses
- $7,569
- Total expenses
- $160,246
- Net increase / (decrease)
- $2,011,471
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.