Adair & Evans, An Accountancy Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Adair & Evans, An Accountancy Corporation)
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, Adair & Evans, An Accountancy Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Adair & Evans, An Accountancy Corporation under EIN 77-0042051 and plan number 001. The latest loaded filing year is 2023. The filing reports 41 participants and $12,838,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adair & Evans, An Accountancy Corporation
- EIN
- 77-0042051
- Plan number
- 001
- Plan type
- 2
- Location
- Tulare, CA
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $12,838,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | I | 20241016001115NAL0017379651001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,838,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,838,192
- Net assets (BOY)
- $10,575,851
Income & contributions
- Employer contributions
- $245,220
- Participant contributions
- $295,378
- Total income / additions
- $2,501,792
Expenses & distributions
- Benefits paid
- $239,451
- Total expenses
- $239,451
- Net increase / (decrease)
- $2,262,341
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.