2023 Form 5500 filing — Findley Investment Partners Ltd. 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 20240626111623NAL0008602065001) for Findley Investment Partners Ltd. Profit Sharing Plan, reported by Findley Investment Partners Ltd. under EIN 04-3693219 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$48KReported net assets$48,000
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626111623NAL0008602065001
Plan sponsor
Findley Investment Partners Ltd.
EIN
04-3693219
Plan number
001
Location
Saint Louis, MO
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)$48K total assets
Net assets$48KLiabilities
Money in vs. money out
Total income / additions$7K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$48,000
Net assets (EOY)
$48,000
Total income / additions
$7,000
Total expenses
$0
Net increase / (decrease)
$7,000

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626111623NAL0008602065001 cover?
It is the 2023 Form 5500 filing for Findley Investment Partners Ltd. Profit Sharing Plan, reported by Findley Investment Partners Ltd. (EIN 04-3693219).
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