Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan — Form 5500 plan (Mcpherson, Goodrich, Paolucci & Mihelich, Pc)
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, Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan is a benefit plan reported by Mcpherson, Goodrich, Paolucci & Mihelich, Pc under EIN 84-0628988 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $12,641,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcpherson, Goodrich, Paolucci & Mihelich, Pc
- EIN
- 84-0628988
- Plan number
- 002
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $12,641,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240930170008NAL0002781635001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,641,001
- Net assets (EOY)
- $12,641,001
- Net assets (BOY)
- $9,935,886
Income & contributions
- Employer contributions
- $111,719
- Participant contributions
- $189,924
- Total income / additions
- $2,796,256
Expenses & distributions
- Benefits paid
- $91,141
- Total expenses
- $91,141
- Net increase / (decrease)
- $2,705,115
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.