2023 Form 5500 filing — Altman, Keilbach, Lytle, Parlapiano & Ware Pc 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 20240730103346NAL0011731347001) for Altman, Keilbach, Lytle, Parlapiano & Ware Pc Profit Sharing Plan, reported by Altman, Keilbach, Lytle, Parlapiano & Ware Pc under EIN 84-1262521 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730103346NAL0011731347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altman, Keilbach, Lytle, Parlapiano & Ware Pc
- EIN
- 84-1262521
- Plan number
- 001
- Location
- Pueblo, CO
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,699,063
- Net assets (EOY)
- $3,699,063
- Employer contributions
- $30,000
- Total income / additions
- $393,459
- Benefits paid
- $270,697
- Total expenses
- $339,972
- Net increase / (decrease)
- $53,487
- Schedule source
- Schedule I