2023 Form 5500 filing — Charles F. Clifford, Iii 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 20240720130200NAL0017052418001) for Charles F. Clifford, Iii Profit Sharing Plan, reported by Charles F. Clifford, 111 Profit Sharing Plan under EIN 47-0741725 and plan number 001. 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)$4.7MReported net assets$4,732,840
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240720130200NAL0017052418001
Plan sponsor
Charles F. Clifford, 111 Profit Sharing Plan
EIN
47-0741725
Plan number
001
Location
Lincoln, NE
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)$4.7M total assets
Net assets$4.7MLiabilities
Money in vs. money out
Total income / additions$769.3K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$75.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,732,840
Net assets (EOY)
$4,732,840
Employer contributions
$75,691
Total income / additions
$769,280
Net increase / (decrease)
$769,280

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240720130200NAL0017052418001 cover?
It is the 2023 Form 5500 filing for Charles F. Clifford, Iii Profit Sharing Plan, reported by Charles F. Clifford, 111 Profit Sharing Plan (EIN 47-0741725).
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