2023 Form 5500 filing — Jeffrey W Irwin Dds Profit Sharing Pension 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 20240716152115NAL0005553360001) for Jeffrey W Irwin Dds Profit Sharing Pension Plan, reported by Jeffrey W Irwin under EIN 25-1358264 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,567,267
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716152115NAL0005553360001
Plan sponsor
Jeffrey W Irwin
EIN
25-1358264
Plan number
001
Location
Meyersdale, PA
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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$250.5K
Total expenses$105.9K
Benefits paid / distributions$88.8K
Full reported line items
Total assets (EOY)
$3,567,267
Net assets (EOY)
$3,567,267
Total income / additions
$250,536
Benefits paid
$88,814
Administrative expenses
$16,883
Total expenses
$105,904
Net increase / (decrease)
$144,632

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716152115NAL0005553360001 cover?
It is the 2023 Form 5500 filing for Jeffrey W Irwin Dds Profit Sharing Pension Plan, reported by Jeffrey W Irwin (EIN 25-1358264).
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