Threlkel & Company Profit Sharing Plan — Form 5500 plan (Threlkel & Company)
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, Threlkel & Company Profit Sharing Plan is a benefit plan reported by Threlkel & Company under EIN 95-4362657 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $377,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Threlkel & Company
- EIN
- 95-4362657
- Plan number
- 001
- Plan type
- 2
- Location
- Northridge, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240903004505NAL0018198193001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $377,414
- Net assets (EOY)
- $377,414
- Net assets (BOY)
- $1,077,283
Income & contributions
- Total income / additions
- $29,889
Expenses & distributions
- Benefits paid
- $723,736
- Administrative expenses
- $6,022
- Total expenses
- $729,758
- Net increase / (decrease)
- -$699,869
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.