Irwin A. Oberman Profit-Sharing Plan — Form 5500 plan (Irwin A. Oberman)
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, Irwin A. Oberman Profit-Sharing Plan is a benefit plan reported by Irwin A. Oberman under EIN 95-3370647 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,738,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irwin A. Oberman
- EIN
- 95-3370647
- Plan number
- 001
- Plan type
- 2
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,738,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240718170200NAL0006244993004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,738,569
- Net assets (EOY)
- $1,738,569
- Net assets (BOY)
- $1,595,956
Income & contributions
- Employer contributions
- $25,363
- Total income / additions
- $212,129
Expenses & distributions
- Benefits paid
- $69,416
- Total expenses
- $69,516
- Net increase / (decrease)
- $142,613
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.