2023 Form 5500 filing — Carole Bayer Sager Music Inc 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 20240723164628NAL0007529523001) for Carole Bayer Sager Music Inc Profit Sharing Plan, reported by Carole Bayer Sager Music Inc under EIN 95-3743791 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,607,237
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723164628NAL0007529523001
Plan sponsor
Carole Bayer Sager Music Inc
EIN
95-3743791
Plan number
001
Location
Los Angeles, 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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$91.4K
Total expenses$109.7K
Benefits paid / distributions$109.7K
Contributions
Employer$15K
Participant$0
Full reported line items
Total assets (EOY)
$2,607,237
Total liabilities (EOY)
$0
Net assets (EOY)
$2,607,237
Employer contributions
$15,000
Participant contributions
$0
Total income / additions
$91,445
Benefits paid
$109,704
Administrative expenses
$0
Total expenses
$109,704
Net increase / (decrease)
-$18,259

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723164628NAL0007529523001 cover?
It is the 2023 Form 5500 filing for Carole Bayer Sager Music Inc Profit Sharing Plan, reported by Carole Bayer Sager Music Inc (EIN 95-3743791).
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