Squire & Company 401(K) Profit Sharing Plan — Form 5500 plan (Squire & Company, Pc 401(K) Plan)
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, Squire & Company 401(K) Profit Sharing Plan is a benefit plan reported by Squire & Company, Pc 401(K) Plan under EIN 87-0343246 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $36,234,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Squire & Company, Pc 401(K) Plan
- EIN
- 87-0343246
- Plan number
- 002
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $36,234,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H | 20241010104145NAL0009920611005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,234,587
- Net assets (EOY)
- $36,234,587
- Net assets (BOY)
- $30,558,306
Income & contributions
- Employer contributions
- $782,772
- Participant contributions
- $1,498,138
- Total contributions
- $2,305,777
- Total income / additions
- $7,663,368
Expenses & distributions
- Benefits paid
- $1,985,504
- Administrative expenses
- $1,583
- Total expenses
- $1,987,087
- Net increase / (decrease)
- $5,676,281
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.