Althouse And Meade, Inc. Employee Stock Ownership Plan — Form 5500 plan (Althouse And Meade, Inc.)

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, Althouse And Meade, Inc. Employee Stock Ownership Plan is a benefit plan reported by Althouse And Meade, Inc. under EIN 77-0541565 and plan number 004. The latest loaded filing year is 2023. The filing reports 42 participants and $1,863,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Althouse And Meade, Inc.
EIN
77-0541565
Plan number
004
Plan type
2
Location
Paso Robles, CA
Latest filing year
2023
Participants
42
End-of-year plan assets
$1,863,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I20241014091239NAL0043949088001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,863,781
Total liabilities (EOY)
$641,464
Net assets (EOY)
$1,222,317
Net assets (BOY)
-$122,498

Income & contributions

Employer contributions
$140,000
Total income / additions
$1,407,335

Expenses & distributions

Benefits paid
$29,565
Total expenses
$62,520
Net increase / (decrease)
$1,344,815

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages