Royston, Hanamoto, Alley & Abey 401(K) Profit Sharing Plan — Form 5500 plan (Royston, Hanamoto, Alley & Abey)
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, Royston, Hanamoto, Alley & Abey 401(K) Profit Sharing Plan is a benefit plan reported by Royston, Hanamoto, Alley & Abey under EIN 94-1649892 and plan number 001. The latest loaded filing year is 2023. The filing reports 51 participants and $5,482,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royston, Hanamoto, Alley & Abey
- EIN
- 94-1649892
- Plan number
- 001
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $5,482,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20240522190252NAL0002066307001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,482,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,482,046
- Net assets (BOY)
- $5,298,281
Income & contributions
- Employer contributions
- $452
- Participant contributions
- $213,696
- Total income / additions
- $1,159,846
Expenses & distributions
- Benefits paid
- $971,401
- Administrative expenses
- $1,116
- Total expenses
- $976,081
- Net increase / (decrease)
- $183,765
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.