2023 Form 5500 filing — Edwin H. Smith & Sons, 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 20240425165142NAL0005613809001) for Edwin H. Smith & Sons, Profit Sharing Plan And Trust, reported by Edwin H. Smith & Sons under EIN 94-2207797 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240425165142NAL0005613809001
Plan sponsor
Edwin H. Smith & Sons
EIN
94-2207797
Plan number
001
Location
Turlock, 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.

Money in vs. money out
Total income / additions$39.2K
Total expenses$46.8K
Benefits paid / distributions$39K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$39,221
Benefits paid
$39,015
Administrative expenses
$7,822
Total expenses
$46,837
Net increase / (decrease)
-$7,616

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240425165142NAL0005613809001 cover?
It is the 2023 Form 5500 filing for Edwin H. Smith & Sons, Profit Sharing Plan And Trust, reported by Edwin H. Smith & Sons (EIN 94-2207797).
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