Murray & James Consulting, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Murray & James Consulting, 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, Murray & James Consulting, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Murray & James Consulting, Inc. under EIN 84-1587328 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,367,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Murray & James Consulting, Inc.
- EIN
- 84-1587328
- Plan number
- 001
- Plan type
- 2
- Location
- Highlands Ranch, CO
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $2,367,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240730165503NAL0032489200001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,367,819
- Net assets (EOY)
- $2,367,819
- Net assets (BOY)
- $1,995,060
Income & contributions
- Employer contributions
- $55,000
- Total income / additions
- $372,759
Expenses & distributions
- Net increase / (decrease)
- $372,759
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.