Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Dearing & Jones 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, Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Dearing & Jones Pc under EIN 81-4209909 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $2,453,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dearing & Jones Pc
- EIN
- 81-4209909
- Plan number
- 001
- Plan type
- 2
- Location
- Lawton, OK
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $2,453,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240403125627NAL0007474675001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,453,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,453,803
- Net assets (BOY)
- $1,779,772
Income & contributions
- Employer contributions
- $83,540
- Participant contributions
- $54,910
- Total income / additions
- $730,586
Expenses & distributions
- Benefits paid
- $46,820
- Administrative expenses
- $9,735
- Total expenses
- $56,555
- Net increase / (decrease)
- $674,031
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.