2023 Form 5500 filing — Larry D. Alumbaugh 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 20240612140200NAL0060068354001) for Larry D. Alumbaugh Profit Sharing Plan, reported by Larry D. Alumbaugh under EIN 59-1654463 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)$2.7MReported net assets$2,669,463
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612140200NAL0060068354001
Plan sponsor
Larry D. Alumbaugh
EIN
59-1654463
Plan number
001
Location
Venice, 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)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$426.1K
Total expenses$115.6K
Benefits paid / distributions$110.5K
Contributions
Employer$46.7K
Participant$8.5K
Full reported line items
Total assets (EOY)
$2,669,463
Net assets (EOY)
$2,669,463
Employer contributions
$46,739
Participant contributions
$8,535
Total income / additions
$426,119
Benefits paid
$110,472
Administrative expenses
$5,139
Total expenses
$115,611
Net increase / (decrease)
$310,508

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612140200NAL0060068354001 cover?
It is the 2023 Form 5500 filing for Larry D. Alumbaugh Profit Sharing Plan, reported by Larry D. Alumbaugh (EIN 59-1654463).
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