Richard Mccallister, A Sole Proprietor 401k Plan — Form 5500 plan (Palos Verdes Practice Management, LLC)
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, Richard Mccallister, A Sole Proprietor 401k Plan is a benefit plan reported by Palos Verdes Practice Management, LLC under EIN 92-2884459 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,817,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palos Verdes Practice Management, LLC
- EIN
- 92-2884459
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Palos Verdes, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $2,817,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241014121532NAL0014905571001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,817,448
- Net assets (EOY)
- $2,817,448
- Net assets (BOY)
- $2,342,212
Income & contributions
- Employer contributions
- $58,997
- Participant contributions
- $32,968
- Total income / additions
- $476,575
Expenses & distributions
- Total expenses
- $1,339
- Net increase / (decrease)
- $475,236
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.