Craig Schauer, Cpa Profit Sharing Plan — Form 5500 plan (Craig Schauer, Cpa)

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, Craig Schauer, Cpa Profit Sharing Plan is a benefit plan reported by Craig Schauer, Cpa under EIN 95-4305564 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $8,123,324 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,123,324
Participants5Covered participants reported
Assets / participant$1.6MComputed: assets ÷ participants$1,624,665 (computed)
Provider compensationNone reported
Plan sponsor
Craig Schauer, Cpa
EIN
95-4305564
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240807205417NAL0008884914001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$15K
Benefits paid / distributions$0
Contributions
Employer$100.3K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$8,123,324
Total liabilities (EOY)
$0
Net assets (EOY)
$8,123,324
Net assets (BOY)
$6,425,110

Income & contributions

Employer contributions
$100,325
Participant contributions
$0
Total income / additions
$1,713,186

Expenses & distributions

Benefits paid
$0
Administrative expenses
$14,972
Total expenses
$14,972
Net increase / (decrease)
$1,698,214
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages