2023 Form 5500 filing — Cowell & Lapointe Pc Employees Profit Sharing Plan
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 20241001110006NAL0012169840002) for Cowell & Lapointe Pc Employees Profit Sharing Plan, reported by Cowell & Lapointe, P.C. under EIN 38-2422672 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001110006NAL0012169840002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowell & Lapointe, P.C.
- EIN
- 38-2422672
- Plan number
- 001
- Location
- Marquette, MI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $781,037
- Net assets (EOY)
- $781,037
- Employer contributions
- $48,517
- Total income / additions
- $152,066
- Net increase / (decrease)
- $152,066
- Schedule source
- Schedule I