Jamie Cobb Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jamie Cobb Pc)
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, Jamie Cobb Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jamie Cobb Pc under EIN 20-4298727 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,286,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamie Cobb Pc
- EIN
- 20-4298727
- Plan number
- 001
- Plan type
- 2
- Location
- Newberg, OR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,286,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240419105532NAL0007624064001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,286,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,286,638
- Net assets (BOY)
- $1,112,790
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $173,908
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $60
- Total expenses
- $60
- Net increase / (decrease)
- $173,848
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.