Alling & Jillson, Ltd. Profit Sharing Plan And Trust — Form 5500 plan (Alling & Jillson, Ltd.)
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, Alling & Jillson, Ltd. Profit Sharing Plan And Trust is a benefit plan reported by Alling & Jillson, Ltd. under EIN 88-0503748 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $3,264,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alling & Jillson, Ltd.
- EIN
- 88-0503748
- Plan number
- 001
- Plan type
- 2
- Location
- Stateline, NV
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $3,264,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241015103007NAL0028066929005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,264,165
- Total liabilities (EOY)
- $2,966
- Net assets (EOY)
- $3,261,199
- Net assets (BOY)
- $2,748,798
Income & contributions
- Employer contributions
- $45,711
- Participant contributions
- $43,210
- Total income / additions
- $716,417
Expenses & distributions
- Benefits paid
- $173,970
- Administrative expenses
- $30,046
- Total expenses
- $204,016
- Net increase / (decrease)
- $512,401
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.