Money Purchase Plan — Form 5500 plan (Alex W. Tom)
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, Money Purchase Plan is a benefit plan reported by Alex W. Tom under EIN 77-0333145 and plan number 005. The latest loaded filing year is 2023. The filing reports 2 participants and $3,535,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alex W. Tom
- EIN
- 77-0333145
- Plan number
- 005
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,535,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240606180200NAL0022709345002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,535,256
- Net assets (EOY)
- $3,535,256
- Net assets (BOY)
- $2,509,183
Income & contributions
- Employer contributions
- $20,499
- Total income / additions
- $1,026,073
Expenses & distributions
- Net increase / (decrease)
- $1,026,073
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.