2023 Form 5500 filing — Aubuchon Realty Company, 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 20240705075316NAL0009933745001) for Aubuchon Realty Company, Inc. Retirement Plan, reported by Aubuchon Realty Company, Inc. under EIN 04-1050250 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)$1MReported net assets$1,021,266
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705075316NAL0009933745001
Plan sponsor
Aubuchon Realty Company, Inc.
EIN
04-1050250
Plan number
001
Location
Westminster, MA
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)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$475.8K
Total expenses$6.5K
Benefits paid / distributions$0
Contributions
Employer$28.7K
Participant$87K
Full reported line items
Total assets (EOY)
$1,021,266
Total liabilities (EOY)
$0
Net assets (EOY)
$1,021,266
Employer contributions
$28,676
Participant contributions
$86,989
Total income / additions
$475,803
Benefits paid
$0
Administrative expenses
$142
Total expenses
$6,508
Net increase / (decrease)
$469,295

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705075316NAL0009933745001 cover?
It is the 2023 Form 5500 filing for Aubuchon Realty Company, Inc. Retirement Plan, reported by Aubuchon Realty Company, Inc. (EIN 04-1050250).
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