Mclin & Burnsed, P.A. Profit Sharing Plan — Form 5500 plan (Mclin & Burnsed, P.A.)

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, Mclin & Burnsed, P.A. Profit Sharing Plan is a benefit plan reported by Mclin & Burnsed, P.A. under EIN 59-1275664 and plan number 004. The latest loaded filing year is 2023. The filing reports 24 participants and $3,761,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mclin & Burnsed, P.A.
EIN
59-1275664
Plan number
004
Plan type
2
Location
Leesburg, FL
Latest filing year
2023
Participants
24
End-of-year plan assets
$3,761,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I20240827101217NAL0010474865001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,761,307
Total liabilities (EOY)
$2
Net assets (EOY)
$3,761,305
Net assets (BOY)
$3,021,686

Income & contributions

Employer contributions
$99,625
Participant contributions
$95,721
Total income / additions
$818,213

Expenses & distributions

Benefits paid
$46,787
Administrative expenses
$7,969
Total expenses
$78,594
Net increase / (decrease)
$739,619

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages