2023 Form 5500 filing — The Pollack Group, Ltd. Dba Nick'S Lighthouse Health And Welfare 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 20240715093748NAL0000738563001) for The Pollack Group, Ltd. Dba Nick'S Lighthouse Health And Welfare Plan, reported by The Pollack Group, Ltd. Dba Nick'S Lighthouse under EIN 94-2972340 and plan number 505. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.9KReported net assets$39,866
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715093748NAL0000738563001
Plan sponsor
The Pollack Group, Ltd. Dba Nick'S Lighthouse
EIN
94-2972340
Plan number
505
Location
San Francisco, 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)$39.9K total assets
Net assets$39.9KLiabilities
Money in vs. money out
Total income / additions$0
Total expenses$4.9K
Benefits paid / distributions$1.1K
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$39,866
Net assets (EOY)
$39,866
Employer contributions
$0
Total income / additions
$0
Benefits paid
$1,111
Administrative expenses
$3,785
Total expenses
$4,896
Net increase / (decrease)
-$4,896

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715093748NAL0000738563001 cover?
It is the 2023 Form 5500 filing for The Pollack Group, Ltd. Dba Nick'S Lighthouse Health And Welfare Plan, reported by The Pollack Group, Ltd. Dba Nick'S Lighthouse (EIN 94-2972340).
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