How many benefit plans does By Appointment Only report on Form 5500?

By Appointment Only (EIN 04-3462585) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for By Appointment Only?

The Employer Identification Number (EIN) reported for By Appointment Only is 04-3462585.

What is the latest Form 5500 filing year for By Appointment Only?

The latest loaded Form 5500 filing year for By Appointment Only is 2023.

By Appointment Only — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, By Appointment Only (EIN 04-3462585) is a plan sponsor located in Chelmsford, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3462585
Location: Chelmsford, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,024,000
Total reported net assets (EOY): $10,024,000

Contributions & income

Employer contributions: $201,477
Participant contributions: $769,169
Total income / additions: $2,406,142

Expenses & distributions

Benefits paid / distributions: $408,937
Total expenses: $424,179
Net increase / (decrease): $1,981,963

Coverage

Total reported participants: 340
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

By Appointment Only plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
By Appointment Only 401k Plan	001	195	$10,024,000	2023
By Appointment Only Health & Welfare Plan	501	145	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for By Appointment Only
Year	Plan	Participants	Schedules	Filing
2023	By Appointment Only Health & Welfare Plan	145	—	20240805115934NAL0002048608001
2023	By Appointment Only 401k Plan	195	H, C	20240820054727NAL0003974160001