James & Associates 401(K) Profit Sharing Plan — Form 5500 plan (Carey James & Associates, 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, James & Associates 401(K) Profit Sharing Plan is a benefit plan reported by Carey James & Associates, Inc. under EIN 82-0549642 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,077,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carey James & Associates, Inc.
- EIN
- 82-0549642
- Plan number
- 001
- Plan type
- 2
- Location
- Arroyo Grande, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,077,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20251015221556NAL0002919555001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,077,243
- Total liabilities (EOY)
- $190,735
- Net assets (EOY)
- $886,508
- Net assets (BOY)
- $609,893
Income & contributions
- Employer contributions
- $14,504
- Participant contributions
- $10,125
- Total income / additions
- $284,069
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,454
- Total expenses
- $7,454
- Net increase / (decrease)
- $276,615
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.