Fenster & Fenster An Accountancy Corp. 401k Profit Sharing Plan — Form 5500 plan (Fenster & Fenster)
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, Fenster & Fenster An Accountancy Corp. 401k Profit Sharing Plan is a benefit plan reported by Fenster & Fenster under EIN 95-2698993 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $14,974,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenster & Fenster
- EIN
- 95-2698993
- Plan number
- 002
- Plan type
- 2
- Location
- Redlands, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $14,974,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240715170200NAL0001671681001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,974,406
- Net assets (EOY)
- $14,974,406
- Net assets (BOY)
- $13,133,256
Income & contributions
- Employer contributions
- $140,911
- Participant contributions
- $67,010
- Total income / additions
- $1,861,873
Expenses & distributions
- Benefits paid
- $20,723
- Total expenses
- $20,723
- Net increase / (decrease)
- $1,841,150
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.