2023 Form 5500 filing — Jay A Fishman Ltd. 401(K) 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 20240722084505NAL0006215443001) for Jay A Fishman Ltd. 401(K) Profit Sharing Plan, reported by Jay A Fishman Ltd under EIN 38-1910843 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,976,386
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722084505NAL0006215443001
Plan sponsor
Jay A Fishman Ltd
EIN
38-1910843
Plan number
001
Location
Troy, 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)$6M total assets
Net assets$6MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$71.4K
Benefits paid / distributions$71.4K
Contributions
Employer$53.5K
Participant$109.5K
Full reported line items
Total assets (EOY)
$5,976,386
Net assets (EOY)
$5,976,386
Employer contributions
$53,541
Participant contributions
$109,480
Total income / additions
$1,864,384
Benefits paid
$71,373
Total expenses
$71,408
Net increase / (decrease)
$1,792,976

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722084505NAL0006215443001 cover?
It is the 2023 Form 5500 filing for Jay A Fishman Ltd. 401(K) Profit Sharing Plan, reported by Jay A Fishman Ltd (EIN 38-1910843).
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