Amende & Schultz, Inc. Employee Stock Ownership Plan — Form 5500 plan (Amende & Schultz, 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, Amende & Schultz, Inc. Employee Stock Ownership Plan is a benefit plan reported by Amende & Schultz, Inc. under EIN 95-2455965 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $418,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amende & Schultz, Inc.
- EIN
- 95-2455965
- Plan number
- 001
- Plan type
- 2
- Location
- South Pasadena, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $418,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240521115837NAL0002460321001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $418,730
- Net assets (EOY)
- $418,730
- Net assets (BOY)
- $406,323
Income & contributions
- Total income / additions
- $13,860
Expenses & distributions
- Benefits paid
- $1,453
- Total expenses
- $1,453
- Net increase / (decrease)
- $12,407
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.