2023 Form 5500 filing — J. Lawrence Brown, Esquire Retirement 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 20240729110321NAL0012435635003) for J. Lawrence Brown, Esquire Retirement Plan, reported by J. Lawrence Brown, Esquire Retirement Plan under EIN 23-2386358 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$580.2KReported net assets$580,190
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729110321NAL0012435635003
Plan sponsor
J. Lawrence Brown, Esquire Retirement Plan
EIN
23-2386358
Plan number
001
Location
Naples, FL
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)$580.2K total assets
Net assets$580.2KLiabilities
Money in vs. money out
Total income / additions$277.6K
Total expenses$1.7M
Benefits paid / distributions$1.6M
Full reported line items
Total assets (EOY)
$580,190
Net assets (EOY)
$580,190
Total income / additions
$277,568
Benefits paid
$1,629,516
Administrative expenses
$21,928
Total expenses
$1,651,444
Net increase / (decrease)
-$1,373,876

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729110321NAL0012435635003 cover?
It is the 2023 Form 5500 filing for J. Lawrence Brown, Esquire Retirement Plan, reported by J. Lawrence Brown, Esquire Retirement Plan (EIN 23-2386358).
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