Don Farmer Cpa, P.A. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Don Farmer Cpa, Pa)
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, Don Farmer Cpa, P.A. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Don Farmer Cpa, Pa under EIN 56-1418877 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,502,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Farmer Cpa, Pa
- EIN
- 56-1418877
- Plan number
- 001
- Plan type
- 2
- Location
- Lenoir, NC
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,502,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730144506NAL0020245105005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,502,607
- Net assets (EOY)
- $1,502,607
- Net assets (BOY)
- $1,565,167
Income & contributions
- Employer contributions
- $32,586
- Participant contributions
- $35,500
- Total income / additions
- $238,033
Expenses & distributions
- Benefits paid
- $300,513
- Total expenses
- $300,593
- Net increase / (decrease)
- -$62,560
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.