Bialla & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Bialla & Associates, 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, Bialla & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Bialla & Associates, Inc. under EIN 94-2169662 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $4,171,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bialla & Associates, Inc.
- EIN
- 94-2169662
- Plan number
- 002
- Plan type
- 2
- Location
- Sausalito, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $4,171,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20250808160229NAL0004561249001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,171,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,171,157
- Net assets (BOY)
- $3,705,889
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $602,696
Expenses & distributions
- Benefits paid
- $137,428
- Administrative expenses
- $0
- Total expenses
- $137,428
- Net increase / (decrease)
- $465,268
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.