Sharer Petree Brotz And Snyder Cpa 401(K) Plan — Form 5500 plan (Sharer Petree Brotz & Snyder)
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, Sharer Petree Brotz And Snyder Cpa 401(K) Plan is a benefit plan reported by Sharer Petree Brotz & Snyder under EIN 22-2944613 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $3,541,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharer Petree Brotz & Snyder
- EIN
- 22-2944613
- Plan number
- 002
- Plan type
- 2
- Location
- Voorhees, NJ
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,541,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240905115833NAL0038666640001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,541,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,541,592
- Net assets (BOY)
- $2,752,880
Income & contributions
- Employer contributions
- $11,185
- Participant contributions
- $35,873
- Total income / additions
- $866,598
Expenses & distributions
- Benefits paid
- $75,000
- Administrative expenses
- $0
- Total expenses
- $77,886
- Net increase / (decrease)
- $788,712
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.