Applegate & Company Cpas Profit Sharing Plan — Form 5500 plan (Applegate & Company, Pc)
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, Applegate & Company Cpas Profit Sharing Plan is a benefit plan reported by Applegate & Company, Pc under EIN 46-4405607 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,761,908 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,761,908
Participants11Covered participants reported
Assets / participant$432.9KComputed: assets ÷ participants$432,901 (computed)
Provider compensationNone reported
- Plan sponsor
- Applegate & Company, Pc
- EIN
- 46-4405607
- Plan number
- 001
- Plan type
- 2
- Location
- Michigan City, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241015153334NAL0028950001001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,761,908
- Net assets (EOY)
- $4,761,908
- Net assets (BOY)
- $3,918,275
Income & contributions
- Employer contributions
- $47,170
- Participant contributions
- $155,194
- Total income / additions
- $843,633
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $843,633
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.