Steven L. Neal 401k Profit Sharing Plan & Trust — Form 5500 plan (Steven L. Neal 401k Profit Sharing Plan & Trust)
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, Steven L. Neal 401k Profit Sharing Plan & Trust is a benefit plan reported by Steven L. Neal 401k Profit Sharing Plan & Trust under EIN 93-0951226 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $536,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steven L. Neal 401k Profit Sharing Plan & Trust
- EIN
- 93-0951226
- Plan number
- 001
- Plan type
- 2
- Location
- Heber City, UT
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $536,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240327110755NAL0002532400001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $536,469
- Net assets (EOY)
- $536,469
- Net assets (BOY)
- $812,150
Income & contributions
- Employer contributions
- $14,469
- Participant contributions
- $61,876
- Total income / additions
- $247,244
Expenses & distributions
- Benefits paid
- $522,925
- Total expenses
- $522,925
- Net increase / (decrease)
- -$275,681
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.