2023 Form 5500 filing — James & Associates 401(K) 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 20251015221556NAL0002919555001) for James & Associates 401(K) Profit Sharing Plan, reported by Carey James & Associates, Inc. under EIN 82-0549642 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20251015221556NAL0002919555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carey James & Associates, Inc.
- EIN
- 82-0549642
- Plan number
- 001
- Location
- Arroyo Grande, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,077,243
- Total liabilities (EOY)
- $190,735
- Net assets (EOY)
- $886,508
- Employer contributions
- $14,504
- Participant contributions
- $10,125
- Total income / additions
- $284,069
- Benefits paid
- $0
- Administrative expenses
- $7,454
- Total expenses
- $7,454
- Net increase / (decrease)
- $276,615
- Schedule source
- Schedule I