Asselta & Company Basic Profit Sharing Plan — Form 5500 plan (Asselta & Company)
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, Asselta & Company Basic Profit Sharing Plan is a benefit plan reported by Asselta & Company under EIN 36-4299347 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $575,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asselta & Company
- EIN
- 36-4299347
- Plan number
- 001
- Plan type
- 2
- Location
- Collingswood, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241002100200NAL0014096496001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $575,603
- Net assets (EOY)
- $575,603
- Net assets (BOY)
- $473,464
Income & contributions
- Total income / additions
- $111,191
Expenses & distributions
- Total expenses
- $9,052
- Net increase / (decrease)
- $102,139
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.