Executive Direction, Inc. - Profit Sharing Plan — Form 5500 plan (Executive Direction, 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, Executive Direction, Inc. - Profit Sharing Plan is a benefit plan reported by Executive Direction, Inc. under EIN 94-2596747 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $11,603,293 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.4MPlan net assets, end of year$11,405,355
Participants2Covered participants reported
Assets / participant$5.8MComputed: assets ÷ participants$5,801,647 (computed)
Provider compensationNone reported
- Plan sponsor
- Executive Direction, Inc.
- EIN
- 94-2596747
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240917175042NAL0003195681001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.6M total assets
Net assets$11.4MLiabilities$197.9K
Full reported line items
Net assets
- Total assets (EOY)
- $11,603,293
- Total liabilities (EOY)
- $197,938
- Net assets (EOY)
- $11,405,355
- Net assets (BOY)
- $10,988,648
Income & contributions
- Total income / additions
- $644,704
Expenses & distributions
- Total expenses
- $227,997
- Net increase / (decrease)
- $416,707
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.