Altman, Keilbach, Lytle, Parlapiano & Ware Pc Profit Sharing Plan — Form 5500 plan (Altman, Keilbach, Lytle, Parlapiano & Ware 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, Altman, Keilbach, Lytle, Parlapiano & Ware Pc Profit Sharing Plan is a benefit plan reported by Altman, Keilbach, Lytle, Parlapiano & Ware Pc under EIN 84-1262521 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $3,699,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altman, Keilbach, Lytle, Parlapiano & Ware Pc
- EIN
- 84-1262521
- Plan number
- 001
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $3,699,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240730103346NAL0011731347001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,699,063
- Net assets (EOY)
- $3,699,063
- Net assets (BOY)
- $3,645,576
Income & contributions
- Employer contributions
- $30,000
- Total income / additions
- $393,459
Expenses & distributions
- Benefits paid
- $270,697
- Total expenses
- $339,972
- Net increase / (decrease)
- $53,487
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.