2023 Form 5500 filing — 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 20240605083010NAL0009815811001) for Profit Sharing Plan, reported by B. Rupert LLC under EIN 26-1444219 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$916.2KReported net assets$916,237
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240605083010NAL0009815811001
Plan sponsor
B. Rupert LLC
EIN
26-1444219
Plan number
001
Location
Plymouth, MI
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)$916.2K total assets
Net assets$916.2KLiabilities
Money in vs. money out
Total income / additions$409.5K
Total expenses$7.3K
Benefits paid / distributionsNot reported
Contributions
Employer$60K
Participant$60K
Full reported line items
Total assets (EOY)
$916,237
Net assets (EOY)
$916,237
Employer contributions
$60,000
Participant contributions
$60,000
Total income / additions
$409,518
Total expenses
$7,262
Net increase / (decrease)
$402,256

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240605083010NAL0009815811001 cover?
It is the 2023 Form 5500 filing for Profit Sharing Plan, reported by B. Rupert LLC (EIN 26-1444219).
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