2023 Form 5500 filing — Chaudhary And Associates, Inc. Employees 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 20240321173804NAL0005833920001) for Chaudhary And Associates, Inc. Employees Profit Sharing Plan, reported by Chaudhary & Associates, Inc. under EIN 94-2444946 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,926,162
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240321173804NAL0005833920001
Plan sponsor
Chaudhary & Associates, Inc.
EIN
94-2444946
Plan number
001
Location
Napa, CA
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$730.9K
Benefits paid / distributions$727.9K
Contributions
Employer$14.6K
Participant$144K
Full reported line items
Total assets (EOY)
$5,926,162
Total liabilities (EOY)
$0
Net assets (EOY)
$5,926,162
Employer contributions
$14,577
Participant contributions
$143,990
Total income / additions
$1,249,730
Benefits paid
$727,852
Administrative expenses
$1,313
Total expenses
$730,904
Net increase / (decrease)
$518,826

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240321173804NAL0005833920001 cover?
It is the 2023 Form 5500 filing for Chaudhary And Associates, Inc. Employees Profit Sharing Plan, reported by Chaudhary & Associates, Inc. (EIN 94-2444946).
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