Craig Schauer, Cpa Profit Sharing Plan — Form 5500 plan (Craig Schauer, Cpa)

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, Craig Schauer, Cpa Profit Sharing Plan is a benefit plan reported by Craig Schauer, Cpa under EIN 95-4305564 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $8,123,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Craig Schauer, Cpa
EIN
95-4305564
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023
Participants
5
End-of-year plan assets
$8,123,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240807205417NAL0008884914001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$8,123,324
Total liabilities (EOY)
$0
Net assets (EOY)
$8,123,324
Net assets (BOY)
$6,425,110

Income & contributions

Employer contributions
$100,325
Participant contributions
$0
Total income / additions
$1,713,186

Expenses & distributions

Benefits paid
$0
Administrative expenses
$14,972
Total expenses
$14,972
Net increase / (decrease)
$1,698,214

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages