2023 Form 5500 filing — Shaw & Sullivan P C 401(K) Profit Sharing Plan & 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 20240723084644NAL0019184624001) for Shaw & Sullivan P C 401(K) Profit Sharing Plan & Trust, reported by Shaw & Sullivan P C under EIN 54-1773257 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)$662.8KReported net assets$662,783
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723084644NAL0019184624001
Plan sponsor
Shaw & Sullivan P C
EIN
54-1773257
Plan number
001
Location
Alexandria, VA
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)$662.8K total assets
Net assets$662.8KLiabilities$0
Money in vs. money out
Total income / additions$204K
Total expenses$26.4K
Benefits paid / distributions$26.3K
Contributions
Employer$12.1K
Participant$17.9K
Full reported line items
Total assets (EOY)
$662,783
Total liabilities (EOY)
$0
Net assets (EOY)
$662,783
Employer contributions
$12,093
Participant contributions
$17,927
Total income / additions
$203,994
Benefits paid
$26,256
Administrative expenses
$120
Total expenses
$26,376
Net increase / (decrease)
$177,618

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723084644NAL0019184624001 cover?
It is the 2023 Form 5500 filing for Shaw & Sullivan P C 401(K) Profit Sharing Plan & Trust, reported by Shaw & Sullivan P C (EIN 54-1773257).
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