Marilee G. Sercu Profit Sharing Plan — Form 5500 plan (Sercu & Sercu, Llp)
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, Marilee G. Sercu Profit Sharing Plan is a benefit plan reported by Sercu & Sercu, Llp under EIN 16-1571567 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,316,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sercu & Sercu, Llp
- EIN
- 16-1571567
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,316,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240506103652NAL0034095329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,316,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,316,562
- Net assets (BOY)
- $2,082,280
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $44,165
- Total income / additions
- $238,998
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,716
- Total expenses
- $4,716
- Net increase / (decrease)
- $234,282
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.