2023 Form 5500 filing — Bruce Hersh Cpa Accountancy Corporation 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 20240701082212NAL0005141296001) for Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan, reported by Bruce Hersh Cpa Accountancy Corporation under EIN 95-3990310 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,463,174
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701082212NAL0005141296001
Plan sponsor
Bruce Hersh Cpa Accountancy Corporation
EIN
95-3990310
Plan number
002
Location
Woodland Hills, 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.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$159.4K
Total expenses$18.3K
Benefits paid / distributions$18.3K
Contributions
Employer$67K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,463,174
Net assets (EOY)
$1,463,174
Employer contributions
$66,987
Total income / additions
$159,445
Benefits paid
$18,277
Total expenses
$18,277
Net increase / (decrease)
$141,168

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701082212NAL0005141296001 cover?
It is the 2023 Form 5500 filing for Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan, reported by Bruce Hersh Cpa Accountancy Corporation (EIN 95-3990310).
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