Plan5500

Garald Price & Associates, P.A 401(K) Profit Sharing Plan — Form 5500 plan (Garald Price & Associates, 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, Garald Price & Associates, P.A 401(K) Profit Sharing Plan is a benefit plan reported by Garald Price & Associates, P.A under EIN 82-0363932 and plan number 007. The latest loaded filing year is 2023. The filing reports 44 participants and $2,759,009 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,759,009
Participants44Covered participants reported
Assets / participant$62.7KComputed: assets ÷ participants$62,705 (computed)
Provider compensationNone reported
Plan sponsor
Garald Price & Associates, P.A
EIN
82-0363932
Plan number
007
Plan type
2
Location
Burley, ID
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    44 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions-$41K
Total expenses$133.3K
Benefits paid / distributions$132.3K
Contributions
Employer$29.3K
Participant$44.8K
Full reported line items

Net assets

Total assets (EOY)
$2,759,009
Total liabilities (EOY)
$0
Net assets (EOY)
$2,759,009
Net assets (BOY)
$2,933,348

Income & contributions

Employer contributions
$29,288
Participant contributions
$44,831
Total income / additions
-$41,014

Expenses & distributions

Benefits paid
$132,309
Administrative expenses
$1,016
Total expenses
$133,325
Net increase / (decrease)
-$174,339
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages