William B. Adams, An Accountancy Corporation Profit Sharing Plan — Form 5500 plan (William B. Adams An Accntcy Corp)
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, William B. Adams, An Accountancy Corporation Profit Sharing Plan is a benefit plan reported by William B. Adams An Accntcy Corp under EIN 95-3050596 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $103,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William B. Adams An Accntcy Corp
- EIN
- 95-3050596
- Plan number
- 002
- Plan type
- 2
- Location
- Prescott Valley, AZ
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $103,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250514140300NAL0018891313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $103,620
- Net assets (EOY)
- $103,620
- Net assets (BOY)
- $105,183
Income & contributions
- Total income / additions
- $5,522
Expenses & distributions
- Benefits paid
- $7,085
- Total expenses
- $7,085
- Net increase / (decrease)
- -$1,563
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.