2023 Form 5500 filing — Robert And Allyson Farrell O.D.'S 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 20240626131017NAL0005729699001) for Robert And Allyson Farrell O.D.'S Profit Sharing Plan, reported by Robert And Allyson Farrell O.D.'S under EIN 94-2853536 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626131017NAL0005729699001
Plan sponsor
Robert And Allyson Farrell O.D.'S
EIN
94-2853536
Plan number
001
Location
Seaside, CA
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.

Money in vs. money out
Total income / additions$5.8K
Total expenses$1.2M
Benefits paid / distributions$1.2M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$5,803
Benefits paid
$1,156,097
Total expenses
$1,156,097
Net increase / (decrease)
-$1,150,294

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626131017NAL0005729699001 cover?
It is the 2023 Form 5500 filing for Robert And Allyson Farrell O.D.'S Profit Sharing Plan, reported by Robert And Allyson Farrell O.D.'S (EIN 94-2853536).
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