Spurgeon Volz, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Spurgeon Volz, Inc.)
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, Spurgeon Volz, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Spurgeon Volz, Inc. under EIN 47-5595086 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $191,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spurgeon Volz, Inc.
- EIN
- 47-5595086
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, OR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $191,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240729122706NAL0019315521001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $191,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,777
- Net assets (BOY)
- $173,600
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $18,177
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $18,177
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.