2023 Form 5500 filing — Boyd, Tamney, Cross, 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 20240509113718NAL0035904512001) for Boyd, Tamney, Cross, Inc. Profit Sharing Plan, reported by Boyd, Tamney, Cross, Inc. under EIN 23-2123266 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,646,371
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240509113718NAL0035904512001
Plan sponsor
Boyd, Tamney, Cross, Inc.
EIN
23-2123266
Plan number
001
Location
Wayne, PA
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$274.7K
Total expenses$11.2K
Benefits paid / distributions$11.1K
Contributions
Employer$0
Participant$59.2K
Full reported line items
Total assets (EOY)
$1,646,371
Total liabilities (EOY)
$0
Net assets (EOY)
$1,646,371
Employer contributions
$0
Participant contributions
$59,188
Total income / additions
$274,715
Benefits paid
$11,108
Administrative expenses
$139
Total expenses
$11,247
Net increase / (decrease)
$263,468

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240509113718NAL0035904512001 cover?
It is the 2023 Form 5500 filing for Boyd, Tamney, Cross, Inc. Profit Sharing Plan, reported by Boyd, Tamney, Cross, Inc. (EIN 23-2123266).
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