D. R. Repass, P. A. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (D.R. Repass, P.A.)
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, D. R. Repass, P. A. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by D.R. Repass, P.A. under EIN 80-0470276 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $4,826,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D.R. Repass, P.A.
- EIN
- 80-0470276
- Plan number
- 001
- Plan type
- 2
- Location
- Ponte Vedra Beach, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $4,826,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250407135222NAL0026920656001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,826,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,826,155
- Net assets (BOY)
- $4,276,476
Income & contributions
- Employer contributions
- $13,083
- Participant contributions
- $70,000
- Total income / additions
- $550,469
Expenses & distributions
- Benefits paid
- $745
- Total expenses
- $790
- Net increase / (decrease)
- $549,679
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.