Hartley E. Jackson Iii, Accountant, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Hartley E. Jackson Iii, Accountant, 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, Hartley E. Jackson Iii, Accountant, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Hartley E. Jackson Iii, Accountant, Inc. under EIN 95-3445811 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,130,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartley E. Jackson Iii, Accountant, Inc.
- EIN
- 95-3445811
- Plan number
- 002
- Plan type
- 2
- Location
- South Pasadena, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,130,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240317131309NAL0002237203001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,130,741
- Net assets (EOY)
- $2,130,741
- Net assets (BOY)
- $2,115,821
Income & contributions
- Total income / additions
- $147,439
Expenses & distributions
- Benefits paid
- $132,500
- Total expenses
- $132,519
- Net increase / (decrease)
- $14,920
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.