Amende & Schultz, Inc. Money Purchase Pension Plan — Form 5500 plan (Amende & Schultz, 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, Amende & Schultz, Inc. Money Purchase Pension Plan is a benefit plan reported by Amende & Schultz, Inc. under EIN 95-2455965 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $3,002,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amende & Schultz, Inc.
- EIN
- 95-2455965
- Plan number
- 002
- Plan type
- 2
- Location
- South Pasadena, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,002,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240521120242NAL0005296290001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,002,043
- Net assets (EOY)
- $3,002,043
- Net assets (BOY)
- $2,751,303
Income & contributions
- Employer contributions
- $93,351
- Total income / additions
- $273,982
Expenses & distributions
- Benefits paid
- $23,242
- Total expenses
- $23,242
- Net increase / (decrease)
- $250,740
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.