Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan — Form 5500 plan (Arboleda 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, Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan is a benefit plan reported by Arboleda Corporation under EIN 95-2197107 and plan number 011. The latest loaded filing year is 2023. The filing reports 2 participants and $104,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arboleda Corporation
- EIN
- 95-2197107
- Plan number
- 011
- Plan type
- 2
- Location
- Santa Paula, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $104,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240619110200NAL0003215697001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $104,962
- Net assets (EOY)
- $104,962
- Net assets (BOY)
- $502,403
Income & contributions
- Employer contributions
- $24,975
- Total income / additions
- $82,847
Expenses & distributions
- Benefits paid
- $476,879
- Total expenses
- $480,288
- Net increase / (decrease)
- -$397,441
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.