Barnett & Associates Accountancy Corp. Profit Sharing Plan — Form 5500 plan (Barnett & Associates Accountancy Corporation)
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, Barnett & Associates Accountancy Corp. Profit Sharing Plan is a benefit plan reported by Barnett & Associates Accountancy Corporation under EIN 94-2453766 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $4,245,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnett & Associates Accountancy Corporation
- EIN
- 94-2453766
- Plan number
- 003
- Plan type
- 2
- Location
- South Lake Tahoe, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240730182658NAL0012157907001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,245,761
- Total liabilities (EOY)
- $83,117
- Net assets (EOY)
- $4,162,644
- Net assets (BOY)
- $3,602,925
Income & contributions
- Employer contributions
- $882
- Participant contributions
- $30,000
- Total income / additions
- $754,589
Expenses & distributions
- Benefits paid
- $194,870
- Administrative expenses
- $0
- Total expenses
- $194,870
- Net increase / (decrease)
- $559,719
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.