William G Sroufe Cpa Ps 401k Profit Sharing And Trust — Form 5500 plan (William G Sroufe Cpa Ps)

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, William G Sroufe Cpa Ps 401k Profit Sharing And Trust is a benefit plan reported by William G Sroufe Cpa Ps under EIN 91-1225368 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $5,046,531 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$5,046,531
Participants4Covered participants reported
Assets / participant$1.3MComputed: assets ÷ participants$1,261,633 (computed)
Provider compensationNone reported
Plan sponsor
William G Sroufe Cpa Ps
EIN
91-1225368
Plan number
001
Plan type
2
Location
Tukwila, WA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities
Money in vs. money out
Total income / additions$837K
Total expenses$229.3K
Benefits paid / distributions$206.1K
Contributions
Employer$8.9K
Participant$14.3K
Full reported line items

Net assets

Total assets (EOY)
$5,046,531
Net assets (EOY)
$5,046,531
Net assets (BOY)
$4,438,834

Income & contributions

Employer contributions
$8,934
Participant contributions
$14,326
Total income / additions
$837,040

Expenses & distributions

Benefits paid
$206,073
Administrative expenses
$23,270
Total expenses
$229,343
Net increase / (decrease)
$607,697
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the William G Sroufe Cpa Ps 401k Profit Sharing And Trust?
William G Sroufe Cpa Ps 401k Profit Sharing And Trust is reported as sponsored by William G Sroufe Cpa Ps (EIN 91-1225368, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for William G Sroufe Cpa Ps 401k Profit Sharing And Trust?
The latest Form 5500 filing year loaded for William G Sroufe Cpa Ps 401k Profit Sharing And Trust is 2023.
How many participants does William G Sroufe Cpa Ps 401k Profit Sharing And Trust report?
William G Sroufe Cpa Ps 401k Profit Sharing And Trust reports 4 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for William G Sroufe Cpa Ps 401k Profit Sharing And Trust?
William G Sroufe Cpa Ps 401k Profit Sharing And Trust reports $5,046,531 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages