2023 Form 5500 filing — Nadel & Associates Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240225062118NAL0004557011001) for Nadel & Associates Profit Sharing Plan, reported by Russell J. Nadel, A Professional Corporation under EIN 95-2664311 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240225062118NAL0004557011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russell J. Nadel, A Professional Corporation
- EIN
- 95-2664311
- Plan number
- 001
- Location
- Agoura Hills, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,522,907
- Total liabilities (EOY)
- $327
- Net assets (EOY)
- $3,522,580
- Total income / additions
- $272,056
- Total expenses
- $474
- Net increase / (decrease)
- $271,582
- Schedule source
- Schedule I