Tax Mam, Inc. Profit Sharing Plan — Form 5500 plan (Tax Mam 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, Tax Mam, Inc. Profit Sharing Plan is a benefit plan reported by Tax Mam Inc. under EIN 94-2827796 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $5,136,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tax Mam Inc.
- EIN
- 94-2827796
- Plan number
- 001
- Plan type
- 2
- Location
- Cupertino, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $5,136,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250210131201NAL0018174033001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,136,115
- Net assets (EOY)
- $5,136,115
- Net assets (BOY)
- $4,133,488
Income & contributions
- Employer contributions
- $76,828
- Total income / additions
- $1,042,627
Expenses & distributions
- Benefits paid
- $40,000
- Total expenses
- $40,000
- Net increase / (decrease)
- $1,002,627
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.