Aalfs, Evans & Company Profit Sharing 401(K) Plan — Form 5500 plan (Aalfs, Evans & Company Llp)
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, Aalfs, Evans & Company Profit Sharing 401(K) Plan is a benefit plan reported by Aalfs, Evans & Company Llp under EIN 68-0154024 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $3,064,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aalfs, Evans & Company Llp
- EIN
- 68-0154024
- Plan number
- 001
- Plan type
- 2
- Location
- Eureka, CA
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $3,064,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20241004183304NAL0006958835001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,064,349
- Net assets (EOY)
- $3,064,349
- Net assets (BOY)
- $3,762,968
Income & contributions
- Employer contributions
- $37,501
- Participant contributions
- $76,367
- Total income / additions
- $691,631
Expenses & distributions
- Benefits paid
- $1,372,287
- Administrative expenses
- $17,963
- Total expenses
- $1,390,250
- Net increase / (decrease)
- -$698,619
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.