2023 Form 5500 filing — Anthony F. Panza 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 20240603125459NAL0038688610001) for Anthony F. Panza Profit Sharing Plan, reported by Anthony F. Panza under EIN 20-0121772 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5MReported net assets$5,017,148
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240603125459NAL0038688610001
Plan sponsor
Anthony F. Panza
EIN
20-0121772
Plan number
001
Location
Naples, FL
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$422.1K
Total expenses$141.1K
Benefits paid / distributions$128.7K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$5,017,148
Total liabilities (EOY)
$0
Net assets (EOY)
$5,017,148
Employer contributions
$0
Participant contributions
$0
Total income / additions
$422,103
Benefits paid
$128,694
Administrative expenses
$12,388
Total expenses
$141,082
Net increase / (decrease)
$281,021

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240603125459NAL0038688610001 cover?
It is the 2023 Form 5500 filing for Anthony F. Panza Profit Sharing Plan, reported by Anthony F. Panza (EIN 20-0121772).
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