2023 Form 5500 filing — Edmond A Swad Pc Profit Sharing Trust

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 20240711140013NAL0010470227001) for Edmond A Swad Pc Profit Sharing Trust, reported by Edmond A Swad Pc under EIN 38-2043029 and plan number 002. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.7MReported net assets$10,680,195
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711140013NAL0010470227001
Plan sponsor
Edmond A Swad Pc
EIN
38-2043029
Plan number
002
Location
Livonia, MI
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)$10.7M total assets
Net assets$10.7MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$430.4K
Benefits paid / distributions$430.2K
Contributions
Employer$125K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,680,195
Net assets (EOY)
$10,680,195
Employer contributions
$125,000
Total income / additions
$1,754,655
Benefits paid
$430,216
Administrative expenses
$172
Total expenses
$430,388
Net increase / (decrease)
$1,324,267

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711140013NAL0010470227001 cover?
It is the 2023 Form 5500 filing for Edmond A Swad Pc Profit Sharing Trust, reported by Edmond A Swad Pc (EIN 38-2043029).
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