2023 Form 5500 filing — Rand Capital Management LLC 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 20240710184034NAL0031375490001) for Rand Capital Management LLC Profit Sharing Plan, reported by Rand Capital Management LLC under EIN 84-2246964 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$762KReported net assets$762,039
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710184034NAL0031375490001
Plan sponsor
Rand Capital Management LLC
EIN
84-2246964
Plan number
002
Location
Buffalo, 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)$762K total assets
Net assets$762KLiabilities
Money in vs. money out
Total income / additions$391.6K
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$20.4K
Participant$70.5K
Full reported line items
Total assets (EOY)
$762,039
Net assets (EOY)
$762,039
Employer contributions
$20,369
Participant contributions
$70,483
Total income / additions
$391,586
Benefits paid
$1,027,506
Total expenses
$1,027,506
Net increase / (decrease)
-$635,920

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710184034NAL0031375490001 cover?
It is the 2023 Form 5500 filing for Rand Capital Management LLC Profit Sharing Plan, reported by Rand Capital Management LLC (EIN 84-2246964).
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