Plan5500

Daniel S Natchez & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Daniel S Natchez & Associates, Inc. (EIN 13-3190422) is a plan sponsor located in Mamaroneck, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3190422
Location
Mamaroneck, NY
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,078,671
Total reported assets$1.1M$1,078,671
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Total income / additions$203.6K
Expenses & distributions
Benefits paid / distributions$67.4K
Total expenses$67.5K
Net increase / (decrease)$136.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust$1.1M
    Plan #002 · 2 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Daniel S Natchez & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust2I20250228123747NAL0001973506001

Related Form 5500 pages