2023 Form 5500 filing — Sarfan & Nachman 401(K) 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 20240725143007NAL0014665041003) for Sarfan & Nachman 401(K) Plan, reported by Sarfan & Nachman under EIN 54-1047557 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)$8.8MReported net assets$8,771,700
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725143007NAL0014665041003
Plan sponsor
Sarfan & Nachman
EIN
54-1047557
Plan number
001
Location
Newport News, 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)$8.8M total assets
Net assets$8.8MLiabilities
Money in vs. money out
Total income / additions$889K
Total expenses$152.9K
Benefits paid / distributions$111.7K
Contributions
Employer$112.7K
Participant$90K
Full reported line items
Total assets (EOY)
$8,771,700
Net assets (EOY)
$8,771,700
Employer contributions
$112,659
Participant contributions
$90,000
Total income / additions
$889,040
Benefits paid
$111,705
Total expenses
$152,922
Net increase / (decrease)
$736,118

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725143007NAL0014665041003 cover?
It is the 2023 Form 5500 filing for Sarfan & Nachman 401(K) Plan, reported by Sarfan & Nachman (EIN 54-1047557).
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