2023 Form 5500 filing — Charlee'S Ice Cream Inc. Retirement 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 20240626151222NAL0018637586001) for Charlee'S Ice Cream Inc. Retirement Plan, reported by Charlees Ice Cream Inc. under EIN 86-1402431 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)$79.8KReported net assets$79,785
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626151222NAL0018637586001
Plan sponsor
Charlees Ice Cream Inc.
EIN
86-1402431
Plan number
001
Location
Camillus, NY
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)$79.8K total assets
Net assets$79.8KLiabilities
Money in vs. money out
Total income / additions$14K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$79,785
Net assets (EOY)
$79,785
Total income / additions
$13,952
Total expenses
$0
Net increase / (decrease)
$13,952

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626151222NAL0018637586001 cover?
It is the 2023 Form 5500 filing for Charlee'S Ice Cream Inc. Retirement Plan, reported by Charlees Ice Cream Inc. (EIN 86-1402431).
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