Marita Volk-Allen Md 401k Profit Sharing Plan — Form 5500 plan (Marita Volk-Allen)
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, Marita Volk-Allen Md 401k Profit Sharing Plan is a benefit plan reported by Marita Volk-Allen under EIN 26-3040963 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,748,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marita Volk-Allen
- EIN
- 26-3040963
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, OH
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,748,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240926131507NAL0001290240001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,748,097
- Net assets (EOY)
- $1,748,097
- Net assets (BOY)
- $1,587,569
Income & contributions
- Total income / additions
- $172,152
Expenses & distributions
- Total expenses
- $11,624
- Net increase / (decrease)
- $160,528
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.