Diane Sugden Real Estate Inc Individual K Profit Sharing Plan — Form 5500 plan (Diane Sugden Real Estate, Inc.)
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, Diane Sugden Real Estate Inc Individual K Profit Sharing Plan is a benefit plan reported by Diane Sugden Real Estate, Inc. under EIN 87-2769429 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $281,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diane Sugden Real Estate, Inc.
- EIN
- 87-2769429
- Plan number
- 001
- Plan type
- 2
- Location
- Bainbridge Island, WA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $281,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240719181506NAL0016351970001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $281,171
- Net assets (EOY)
- $281,171
- Net assets (BOY)
- $240,507
Income & contributions
- Employer contributions
- $3,418
- Participant contributions
- $22,100
- Total income / additions
- $40,664
Expenses & distributions
- Net increase / (decrease)
- $40,664
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.