George E. Warren Employees Profit Sharing Plan — Form 5500 plan (George E. Warren LLC)
Plain-English plan 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, George E. Warren Employees Profit Sharing Plan is a benefit plan reported by George E. Warren LLC under EIN 04-1947720 and plan number 004. The latest loaded filing year is 2023. The filing reports 71 participants and $31,875,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- George E. Warren LLC
- EIN
- 04-1947720
- Plan number
- 004
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $31,875,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240808122733NAL0010980162001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $31,875,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,875,071
- Net assets (BOY)
- $27,346,894
Income & contributions
- Employer contributions
- $1,237,288
- Participant contributions
- $598,976
- Total income / additions
- $6,880,135
Expenses & distributions
- Benefits paid
- $2,320,737
- Administrative expenses
- $31,221
- Total expenses
- $2,351,958
- Net increase / (decrease)
- $4,528,177
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.