Robert E Gilpin Cpa Inc 401k Profit Sharing Plan — Form 5500 plan (Robert E Gilpin Cpa Inc)
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, Robert E Gilpin Cpa Inc 401k Profit Sharing Plan is a benefit plan reported by Robert E Gilpin Cpa Inc under EIN 20-1312588 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,232,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert E Gilpin Cpa Inc
- EIN
- 20-1312588
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,232,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240129170317NAL0038559538001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,232,966
- Total liabilities (EOY)
- $54
- Net assets (EOY)
- $1,232,912
- Net assets (BOY)
- $1,078,920
Income & contributions
- Employer contributions
- $69,872
- Participant contributions
- $44,350
- Total income / additions
- $164,324
Expenses & distributions
- Administrative expenses
- $250
- Total expenses
- $10,332
- Net increase / (decrease)
- $153,992
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.