2023 Form 5500 filing — Irene J. Tanis LLC 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 20240620110200NAL0001718224001) for Irene J. Tanis LLC Profit Sharing Plan, reported by Irene J. Tanis LLC under EIN 84-1365069 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.4KReported net assets$13,369
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240620110200NAL0001718224001
Plan sponsor
Irene J. Tanis LLC
EIN
84-1365069
Plan number
001
Location
Divide, CO
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)$13.4K total assets
Net assets$13.4KLiabilities
Money in vs. money out
Total income / additions$19.8K
Total expenses$620K
Benefits paid / distributions$619.6K
Contributions
Employer$12K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$13,369
Net assets (EOY)
$13,369
Employer contributions
$12,000
Total income / additions
$19,797
Benefits paid
$619,574
Total expenses
$619,977
Net increase / (decrease)
-$600,180

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620110200NAL0001718224001 cover?
It is the 2023 Form 5500 filing for Irene J. Tanis LLC Profit Sharing Plan, reported by Irene J. Tanis LLC (EIN 84-1365069).
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