Century 21 Davis Realty, Inc. Profit Sharing Plan — Form 5500 plan (J A Myers Investments, 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, Century 21 Davis Realty, Inc. Profit Sharing Plan is a benefit plan reported by J A Myers Investments, Inc. under EIN 85-1017387 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,051,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J A Myers Investments, Inc.
- EIN
- 85-1017387
- Plan number
- 001
- Plan type
- 2
- Location
- Grass Valley, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,051,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240620144417NAL0003003970001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,051,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,051,551
- Net assets (BOY)
- $2,021,744
Income & contributions
- Employer contributions
- $1,500
- Participant contributions
- $0
- Total income / additions
- $99,820
Expenses & distributions
- Benefits paid
- $60,000
- Administrative expenses
- $4,795
- Total expenses
- $70,013
- Net increase / (decrease)
- $29,807
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.