Cowell & Lapointe Pc Employees Profit Sharing Plan — Form 5500 plan (Cowell & Lapointe, P.C.)
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, Cowell & Lapointe Pc Employees Profit Sharing Plan is a benefit plan reported by Cowell & Lapointe, P.C. under EIN 38-2422672 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $781,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cowell & Lapointe, P.C.
- EIN
- 38-2422672
- Plan number
- 001
- Plan type
- 2
- Location
- Marquette, MI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $781,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241001110006NAL0012169840002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $781,037
- Net assets (EOY)
- $781,037
- Net assets (BOY)
- $628,971
Income & contributions
- Employer contributions
- $48,517
- Total income / additions
- $152,066
Expenses & distributions
- Net increase / (decrease)
- $152,066
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.