Plan5500

Considine & Considine, An Accountancy Corporation — 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, Considine & Considine, An Accountancy Corporation (EIN 95-2694444) is a plan sponsor located in San Diego, CA 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
95-2694444
Location
San Diego, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Considine & Considine, An Accountancy Corporation

  • 1 loaded plans hold $22M in reported assets.
  • The largest, Considine & Considine 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 103 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$22,042,062
Total reported assets$22M$22,042,062
Total reported participants103
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities$0
Contributions & income
Employer contributions$589.6K
Participant contributions$573.7K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Considine & Considine 401(K) Profit Sharing Plan And Trust
Participants per plan103Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Considine & Considine 401(K) Profit Sharing Plan And Trust$22M
    Plan #002 · 103 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Considine & Considine, An Accountancy Corporation. Open one for its full reported snapshot.

  1. 2023
    Considine & Considine 401(K) Profit Sharing Plan And Trust103 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Considine & Considine, An Accountancy Corporation report on Form 5500?
Considine & Considine, An Accountancy Corporation (EIN 95-2694444) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Considine & Considine, An Accountancy Corporation?
The Employer Identification Number (EIN) reported for Considine & Considine, An Accountancy Corporation is 95-2694444.
What is the latest Form 5500 filing year for Considine & Considine, An Accountancy Corporation?
The latest loaded Form 5500 filing year for Considine & Considine, An Accountancy Corporation is 2023.

Related Form 5500 pages