2023 Form 5500 filing — Post & Post 401(K) And 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 20240522115008NAL0001758227001) for Post & Post 401(K) And Profit Sharing Plan, reported by Post & Post, LLC under EIN 05-0622928 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,895,995
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240522115008NAL0001758227001
Plan sponsor
Post & Post, LLC
EIN
05-0622928
Plan number
001
Location
Berwyn, 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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$862.4K
Total expenses$30.9K
Benefits paid / distributions$30.9K
Contributions
Employer$31.6K
Participant$209.8K
Full reported line items
Total assets (EOY)
$3,895,995
Total liabilities (EOY)
$0
Net assets (EOY)
$3,895,995
Employer contributions
$31,644
Participant contributions
$209,768
Total income / additions
$862,355
Benefits paid
$30,858
Administrative expenses
$25
Total expenses
$30,883
Net increase / (decrease)
$831,472

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522115008NAL0001758227001 cover?
It is the 2023 Form 5500 filing for Post & Post 401(K) And Profit Sharing Plan, reported by Post & Post, LLC (EIN 05-0622928).
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