2023 Form 5500 filing — Bizzell, Neff & Galloway, P.A. Profit Sharing Plan And Trust

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 20240226114446NAL0011805568001) for Bizzell, Neff & Galloway, P.A. Profit Sharing Plan And Trust, reported by Bizzell, Neff & Galloway, P.A. under EIN 59-1956293 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,765,924
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240226114446NAL0011805568001
Plan sponsor
Bizzell, Neff & Galloway, P.A.
EIN
59-1956293
Plan number
001
Location
Pensacola, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities
Money in vs. money out
Total income / additions$531.2K
Total expenses$133.3K
Benefits paid / distributions$133.3K
Contributions
EmployerNot reported
Participant$59.7K
Full reported line items
Total assets (EOY)
$3,765,924
Net assets (EOY)
$3,765,924
Participant contributions
$59,724
Total income / additions
$531,207
Benefits paid
$133,338
Total expenses
$133,338
Net increase / (decrease)
$397,869

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240226114446NAL0011805568001 cover?
It is the 2023 Form 5500 filing for Bizzell, Neff & Galloway, P.A. Profit Sharing Plan And Trust, reported by Bizzell, Neff & Galloway, P.A. (EIN 59-1956293).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages