Schwabe And Associates Cpa'S Pllc Employees 401(K) Plan Dtd. 01-01-10 — Form 5500 plan (Schwabe And Associates, Cpas, Pllc)
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, Schwabe And Associates Cpa'S Pllc Employees 401(K) Plan Dtd. 01-01-10 is a benefit plan reported by Schwabe And Associates, Cpas, Pllc under EIN 27-1252982 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $700,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schwabe And Associates, Cpas, Pllc
- EIN
- 27-1252982
- Plan number
- 001
- Plan type
- 2
- Location
- Ponca City, OK
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $700,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240212091506NAL0009762593001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $700,162
- Net assets (EOY)
- $700,162
- Net assets (BOY)
- $571,674
Income & contributions
- Employer contributions
- $6,915
- Participant contributions
- $31,125
- Total income / additions
- $131,078
Expenses & distributions
- Benefits paid
- $2,590
- Total expenses
- $2,590
- Net increase / (decrease)
- $128,488
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.