Threlkel & Company Profit Sharing Plan — Form 5500 plan (Threlkel & Company)

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, Threlkel & Company Profit Sharing Plan is a benefit plan reported by Threlkel & Company under EIN 95-4362657 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $377,414 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$377.4KPlan net assets, end of year$377,414
Participants2Covered participants reported
Assets / participant$188.7KComputed: assets ÷ participants$188,707 (computed)
Provider compensationNone reported
Plan sponsor
Threlkel & Company
EIN
95-4362657
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
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)$377.4K total assets
Net assets$377.4KLiabilities
Money in vs. money out
Total income / additions$29.9K
Total expenses$729.8K
Benefits paid / distributions$723.7K
Full reported line items

Net assets

Total assets (EOY)
$377,414
Net assets (EOY)
$377,414
Net assets (BOY)
$1,077,283

Income & contributions

Total income / additions
$29,889

Expenses & distributions

Benefits paid
$723,736
Administrative expenses
$6,022
Total expenses
$729,758
Net increase / (decrease)
-$699,869
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.

Total expenses ÷ net assets193%Computed ratio
Benefits paid ÷ total income2421%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages