2023 Form 5500 filing — James A. Mcpeake 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 20240229182235NAL0026812242001) for James A. Mcpeake Profit Sharing Plan, reported by James Mcpeake under EIN 62-1385877 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$812KReported net assets$811,961
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240229182235NAL0026812242001
Plan sponsor
James Mcpeake
EIN
62-1385877
Plan number
001
Location
Paducah, KY
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)$812K total assets
Net assets$812KLiabilities
Money in vs. money out
Total income / additions$109.7K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$811,961
Net assets (EOY)
$811,961
Total income / additions
$109,746
Total expenses
$0
Net increase / (decrease)
$109,746

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240229182235NAL0026812242001 cover?
It is the 2023 Form 5500 filing for James A. Mcpeake Profit Sharing Plan, reported by James Mcpeake (EIN 62-1385877).
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