James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan — Form 5500 plan (James I. Alfriend Consulting Forester, LLC)
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 I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan is a benefit plan reported by James I. Alfriend Consulting Forester, LLC under EIN 58-1596462 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,587,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James I. Alfriend Consulting Forester, LLC
- EIN
- 58-1596462
- Plan number
- 001
- Plan type
- 2
- Location
- Thomson, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241025110201NAL0000182850001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,587,822
- Total liabilities (EOY)
- $205,000
- Net assets (EOY)
- $2,382,822
- Net assets (BOY)
- $2,185,059
Income & contributions
- Employer contributions
- $50,000
- Total income / additions
- $496,122
Expenses & distributions
- Benefits paid
- $276,504
- Total expenses
- $298,359
- Net increase / (decrease)
- $197,763
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.