2023 Form 5500 filing — Pozzi Brothers Transportation Inc.Emp.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 20240627203841NAL0023045602001) for Pozzi Brothers Transportation Inc.Emp.Profit Sharing Plan, reported by Pozzi Brothers Transportation,Inc under EIN 91-0828155 and plan number 003. 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)$4.2MReported net assets$4,160,017
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627203841NAL0023045602001
Plan sponsor
Pozzi Brothers Transportation,Inc
EIN
91-0828155
Plan number
003
Location
Kent, WA
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)$4.2M total assets
Net assets$4.2MLiabilities
Money in vs. money out
Total income / additions$864.3K
Total expenses$131.7K
Benefits paid / distributions$128.8K
Contributions
Employer$100K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,160,017
Net assets (EOY)
$4,160,017
Employer contributions
$100,000
Total income / additions
$864,309
Benefits paid
$128,771
Total expenses
$131,671
Net increase / (decrease)
$732,638

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627203841NAL0023045602001 cover?
It is the 2023 Form 5500 filing for Pozzi Brothers Transportation Inc.Emp.Profit Sharing Plan, reported by Pozzi Brothers Transportation,Inc (EIN 91-0828155).
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