James A. Sweet, Cpa Keogh Plan — Form 5500 plan (James A. Sweet, Cpa)
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, James A. Sweet, Cpa Keogh Plan is a benefit plan reported by James A. Sweet, Cpa under EIN 39-1244219 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,020,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James A. Sweet, Cpa
- EIN
- 39-1244219
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,020,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240824122530NAL0007584305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,020,766
- Net assets (EOY)
- $2,020,766
- Net assets (BOY)
- $2,065,038
Income & contributions
- Employer contributions
- $28,122
- Total income / additions
- $170,048
Expenses & distributions
- Benefits paid
- $214,320
- Total expenses
- $214,320
- Net increase / (decrease)
- -$44,272
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.