2023 Form 5500 filing — Paul Borg Construction 401(K) 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 20240430105843NAL0013313569001) for Paul Borg Construction 401(K) Profit Sharing Plan, reported by Paul Borg Construction under EIN 36-2550805 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,896,596
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240430105843NAL0013313569001
Plan sponsor
Paul Borg Construction
EIN
36-2550805
Plan number
002
Location
Chicago, IL
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)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$565K
Total expenses$460
Benefits paid / distributionsNot reported
Contributions
Employer$64.9K
Participant$162.1K
Full reported line items
Total assets (EOY)
$2,896,596
Net assets (EOY)
$2,896,596
Employer contributions
$64,893
Participant contributions
$162,114
Total income / additions
$565,023
Administrative expenses
$460
Total expenses
$460
Net increase / (decrease)
$564,563

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240430105843NAL0013313569001 cover?
It is the 2023 Form 5500 filing for Paul Borg Construction 401(K) Profit Sharing Plan, reported by Paul Borg Construction (EIN 36-2550805).
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