2023 Form 5500 filing — Teller Levit & Silvertrust, P.C. 401(K) 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 20240521142533NAL0004360016001) for Teller Levit & Silvertrust, P.C. 401(K) Profit Sharing Plan And Trust, reported by Teller Levit & Silvertrust, P.C. under EIN 36-3029249 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)$1.9MReported net assets$1,890,772
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240521142533NAL0004360016001
Plan sponsor
Teller Levit & Silvertrust, P.C.
EIN
36-3029249
Plan number
001
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$388.1K
Total expenses$32.7K
Benefits paid / distributions$25K
Contributions
Employer$24.9K
Participant$92.3K
Full reported line items
Total assets (EOY)
$1,890,772
Total liabilities (EOY)
$0
Net assets (EOY)
$1,890,772
Employer contributions
$24,920
Participant contributions
$92,326
Total income / additions
$388,148
Benefits paid
$25,000
Administrative expenses
$7,728
Total expenses
$32,728
Net increase / (decrease)
$355,420

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240521142533NAL0004360016001 cover?
It is the 2023 Form 5500 filing for Teller Levit & Silvertrust, P.C. 401(K) Profit Sharing Plan And Trust, reported by Teller Levit & Silvertrust, P.C. (EIN 36-3029249).
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