2023 Form 5500 filing — Mccanliss & Early Direction Retirement Paln

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 20240725140512NAL0014619617001) for Mccanliss & Early Direction Retirement Paln, reported by Mccanliss & Early, Llp under EIN 13-5237190 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,113,032
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725140512NAL0014619617001
Plan sponsor
Mccanliss & Early, Llp
EIN
13-5237190
Plan number
002
Location
New York, NY
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)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$297.9K
Total expenses$23K
Benefits paid / distributions$23K
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,113,032
Net assets (EOY)
$1,113,032
Employer contributions
$0
Total income / additions
$297,876
Benefits paid
$23,000
Total expenses
$23,000
Net increase / (decrease)
$274,876

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725140512NAL0014619617001 cover?
It is the 2023 Form 5500 filing for Mccanliss & Early Direction Retirement Paln, reported by Mccanliss & Early, Llp (EIN 13-5237190).
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