Nadel & Associates Profit Sharing Plan — Form 5500 plan (Russell J. Nadel, A Professional 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, Nadel & Associates Profit Sharing Plan is a benefit plan reported by Russell J. Nadel, A Professional Corporation under EIN 95-2664311 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,522,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russell J. Nadel, A Professional Corporation
- EIN
- 95-2664311
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,522,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240225062118NAL0004557011001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,522,907
- Total liabilities (EOY)
- $327
- Net assets (EOY)
- $3,522,580
- Net assets (BOY)
- $3,250,998
Income & contributions
- Total income / additions
- $272,056
Expenses & distributions
- Total expenses
- $474
- Net increase / (decrease)
- $271,582
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.