Dave Murphy & Associates LLC, Profit Sharing Plan — Form 5500 plan (Dave Murphy & Associates LLC)

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, Dave Murphy & Associates LLC, Profit Sharing Plan is a benefit plan reported by Dave Murphy & Associates LLC under EIN 22-3044857 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,569,303 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dave Murphy & Associates LLC
EIN
22-3044857
Plan number
001
Plan type
2
Location
Rochelle Park, NJ
Latest filing year
2023
Participants
5
End-of-year plan assets
$3,569,303

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240716141640NAL0005360208001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,569,303
Net assets (EOY)
$3,569,303
Net assets (BOY)
$3,184,898

Income & contributions

Employer contributions
$20,100
Participant contributions
$80,824
Total income / additions
$466,769

Expenses & distributions

Benefits paid
$78,939
Total expenses
$82,364
Net increase / (decrease)
$384,405

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages