2023 Form 5500 filing — Linkfield & Cross Agency, Inc. 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 20240228090435NAL0012997009001) for Linkfield & Cross Agency, Inc. Profit Sharing Plan, reported by Linkfield & Cross Agency, Inc under EIN 38-1881496 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.4KReported net assets$34,418
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240228090435NAL0012997009001
Plan sponsor
Linkfield & Cross Agency, Inc
EIN
38-1881496
Plan number
001
Location
Grand Rapids, MI
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)$34.4K total assets
Net assets$34.4KLiabilities
Money in vs. money out
Total income / additions$12K
Total expenses$602K
Benefits paid / distributions$602K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$34,418
Net assets (EOY)
$34,418
Employer contributions
$0
Participant contributions
$0
Total income / additions
$12,030
Benefits paid
$602,023
Total expenses
$602,023
Net increase / (decrease)
-$589,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240228090435NAL0012997009001 cover?
It is the 2023 Form 5500 filing for Linkfield & Cross Agency, Inc. Profit Sharing Plan, reported by Linkfield & Cross Agency, Inc (EIN 38-1881496).
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