Executive Direction Inc. Salary Deferral Plan — Form 5500 plan (Executive Direction Inc. Salary Deferral Plan)

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. Salary Deferral Plan is a benefit plan reported by Executive Direction Inc. Salary Deferral Plan under EIN 94-2596747 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $115,364 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Executive Direction Inc. Salary Deferral Plan
EIN
94-2596747
Plan number
002
Plan type
2
Location
Hillsborough, CA
Latest filing year
2023
Participants
1
End-of-year plan assets
$115,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240401173454NAL0011331121001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$115,364
Net assets (EOY)
$115,364
Net assets (BOY)
$91,403

Income & contributions

Total income / additions
$23,986

Expenses & distributions

Total expenses
$25
Net increase / (decrease)
$23,961

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages