William Neale & Co., Pc 401(K) Profit Sharing Plan — Form 5500 plan (William Neale & Co. 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, William Neale & Co., Pc 401(K) Profit Sharing Plan is a benefit plan reported by William Neale & Co. P.C. under EIN 46-0417508 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,623,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Neale & Co. P.C.
- EIN
- 46-0417508
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, SD
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,623,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20241009163008NAL0010842259004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,623,975
- Net assets (EOY)
- $2,623,975
- Net assets (BOY)
- $2,165,356
Income & contributions
- Employer contributions
- $32,624
- Participant contributions
- $69,413
- Total income / additions
- $484,139
Expenses & distributions
- Benefits paid
- $24,972
- Administrative expenses
- $548
- Total expenses
- $25,520
- Net increase / (decrease)
- $458,619
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.