2023 Form 5500 filing — Retirement Plan Of Descendents Separate Trust No. 1

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 20240701081201NAL0003633873011) for Retirement Plan Of Descendents Separate Trust No. 1, reported by Descendents Separate Trust No. 1 under EIN 25-6227106 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$576.6KReported net assets$576,612
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701081201NAL0003633873011
Plan sponsor
Descendents Separate Trust No. 1
EIN
25-6227106
Plan number
001
Location
Ligonier, PA
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)$576.6K total assets
Net assets$576.6KLiabilities
Money in vs. money out
Total income / additions$115K
Total expenses$105.3K
Benefits paid / distributions$105.3K
Contributions
Employer$34K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$576,612
Net assets (EOY)
$576,612
Employer contributions
$33,999
Total income / additions
$115,016
Benefits paid
$105,280
Total expenses
$105,280
Net increase / (decrease)
$9,736

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701081201NAL0003633873011 cover?
It is the 2023 Form 5500 filing for Retirement Plan Of Descendents Separate Trust No. 1, reported by Descendents Separate Trust No. 1 (EIN 25-6227106).
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