2023 Form 5500 filing — Reed B. Mcclintock Profit Sharing Keogh Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913125456NAL0011683697001) for Reed B. Mcclintock Profit Sharing Keogh Plan And Trust, reported by Reed B. Mcclintock under EIN 68-0077379 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240913125456NAL0011683697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reed B. Mcclintock
- EIN
- 68-0077379
- Plan number
- 002
- Location
- Greenbrae, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,219,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,219,678
- Total income / additions
- $308,119
- Benefits paid
- $250,000
- Total expenses
- $250,000
- Net increase / (decrease)
- $58,119
- Schedule source
- Schedule I