Valentine Cpa Profit Sharing Plan — Form 5500 plan (Valentine Cpa, 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, Valentine Cpa Profit Sharing Plan is a benefit plan reported by Valentine Cpa, Pc under EIN 84-1384179 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $671,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valentine Cpa, Pc
- EIN
- 84-1384179
- Plan number
- 001
- Plan type
- 2
- Location
- Layton, UT
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $671,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241008132912NAL0034834066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $671,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $671,311
- Net assets (BOY)
- $549,204
Income & contributions
- Employer contributions
- $73,695
- Participant contributions
- $18,423
- Total income / additions
- $124,991
Expenses & distributions
- Administrative expenses
- $2,884
- Total expenses
- $2,884
- Net increase / (decrease)
- $122,107
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.