James A. Adney Profit Sharing Plan — Form 5500 plan (James A. Adney)
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 A. Adney Profit Sharing Plan is a benefit plan reported by James A. Adney under EIN 93-0826742 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $1,141,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James A. Adney
- EIN
- 93-0826742
- Plan number
- 002
- Plan type
- 2
- Location
- Woodburn, OR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,141,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240307173006NAL0014932947001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,141,944
- Net assets (EOY)
- $1,141,944
- Net assets (BOY)
- $1,128,653
Income & contributions
- Total income / additions
- $48,291
Expenses & distributions
- Benefits paid
- $35,000
- Total expenses
- $35,000
- Net increase / (decrease)
- $13,291
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.