Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust — Form 5500 plan (Professional Financial Consultants, Inc.)
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, Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust is a benefit plan reported by Professional Financial Consultants, Inc. under EIN 36-3129684 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $196,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Professional Financial Consultants, Inc.
- EIN
- 36-3129684
- Plan number
- 001
- Plan type
- 2
- Location
- Palatine, IL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $196,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240910115339NAL0003481827001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $196,505
- Net assets (EOY)
- $196,505
- Net assets (BOY)
- $203,467
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,038
Expenses & distributions
- Benefits paid
- $11,000
- Administrative expenses
- $0
- Total expenses
- $11,000
- Net increase / (decrease)
- -$6,962
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.