2023 Form 5500 filing — Akron Urban Minority Alcohol And Drug Abuse Outreach Program Tax Shelter Annuity 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 20240514064505NAL0032918387001) for Akron Urban Minority Alcohol And Drug Abuse Outreach Program Tax Shelter Annuity Plan, reported by Akron Urban Minority Alcohol And Drug Abuse Outreach Program under EIN 34-1726481 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$605.1KReported net assets$605,058
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240514064505NAL0032918387001
Plan sponsor
Akron Urban Minority Alcohol And Drug Abuse Outreach Program
EIN
34-1726481
Plan number
001
Location
Akron, OH
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)$605.1K total assets
Net assets$605.1KLiabilities
Money in vs. money out
Total income / additions$148.9K
Total expenses$38.6K
Benefits paid / distributions$34.4K
Contributions
Employer$22.9K
Participant$35.5K
Full reported line items
Total assets (EOY)
$605,058
Net assets (EOY)
$605,058
Employer contributions
$22,929
Participant contributions
$35,467
Total income / additions
$148,892
Benefits paid
$34,423
Administrative expenses
$4,148
Total expenses
$38,571
Net increase / (decrease)
$110,321

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240514064505NAL0032918387001 cover?
It is the 2023 Form 5500 filing for Akron Urban Minority Alcohol And Drug Abuse Outreach Program Tax Shelter Annuity Plan, reported by Akron Urban Minority Alcohol And Drug Abuse Outreach Program (EIN 34-1726481).
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