David T Omalley Profit Sharing Plan — Form 5500 plan (David T Omalley)
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, David T Omalley Profit Sharing Plan is a benefit plan reported by David T Omalley under EIN 94-2392277 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,342,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David T Omalley
- EIN
- 94-2392277
- Plan number
- 001
- Plan type
- 2
- Location
- Kerman, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,342,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240909141201NAL0008021264001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,342,860
- Net assets (EOY)
- $1,342,860
- Net assets (BOY)
- $1,305,742
Income & contributions
- Total income / additions
- $102,118
Expenses & distributions
- Benefits paid
- $65,000
- Total expenses
- $65,000
- Net increase / (decrease)
- $37,118
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.