Depaola, Begg & Associates, Pc Profit Sharing Plan — Form 5500 plan (Depaola, Begg & Associates, P.C.)
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, Depaola, Begg & Associates, Pc Profit Sharing Plan is a benefit plan reported by Depaola, Begg & Associates, P.C. under EIN 04-2669305 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $8,505,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Depaola, Begg & Associates, P.C.
- EIN
- 04-2669305
- Plan number
- 001
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $8,505,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241104082427NAL0014216562001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,505,271
- Net assets (EOY)
- $8,505,271
- Net assets (BOY)
- $7,483,078
Income & contributions
- Employer contributions
- $163,397
- Participant contributions
- $180,311
- Total income / additions
- $1,895,255
Expenses & distributions
- Benefits paid
- $873,062
- Total expenses
- $873,062
- Net increase / (decrease)
- $1,022,193
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.