2023 Form 5500 filing — Ermer & Suter, Pllc 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 20240728131424NAL0039791314001) for Ermer & Suter, Pllc 401(K) Profit Sharing Plan, reported by Ermer & Suter, Pllc under EIN 26-1616418 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,774,332
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240728131424NAL0039791314001
Plan sponsor
Ermer & Suter, Pllc
EIN
26-1616418
Plan number
001
Location
Washington, DC
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)$1.8M total assets
Net assets$1.8MLiabilities
Money in vs. money out
Total income / additions$400.6K
Total expenses$77.4K
Benefits paid / distributions$77.2K
Contributions
Employer$100.6K
Participant$72.4K
Full reported line items
Total assets (EOY)
$1,774,332
Net assets (EOY)
$1,774,332
Employer contributions
$100,564
Participant contributions
$72,395
Total income / additions
$400,621
Benefits paid
$77,209
Administrative expenses
$171
Total expenses
$77,380
Net increase / (decrease)
$323,241

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240728131424NAL0039791314001 cover?
It is the 2023 Form 5500 filing for Ermer & Suter, Pllc 401(K) Profit Sharing Plan, reported by Ermer & Suter, Pllc (EIN 26-1616418).
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