2023 Form 5500 filing — Sandler And Rosen, Llp 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 20240520161251NAL0001690625001) for Sandler And Rosen, Llp Employees Profit Sharing Plan, reported by Sandler And Rosen, Llp Employees Profit Sharing Plan under EIN 95-2057281 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,524,800
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520161251NAL0001690625001
Plan sponsor
Sandler And Rosen, Llp Employees Profit Sharing Plan
EIN
95-2057281
Plan number
001
Location
Sherman Oaks, 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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$838.9K
Total expenses$161K
Benefits paid / distributions$140.6K
Contributions
Employer$94.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,524,800
Total liabilities (EOY)
$0
Net assets (EOY)
$6,524,800
Employer contributions
$94,587
Total income / additions
$838,904
Benefits paid
$140,639
Administrative expenses
$20,318
Total expenses
$160,957
Net increase / (decrease)
$677,947

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520161251NAL0001690625001 cover?
It is the 2023 Form 5500 filing for Sandler And Rosen, Llp Employees Profit Sharing Plan, reported by Sandler And Rosen, Llp Employees Profit Sharing Plan (EIN 95-2057281).
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