2023 Form 5500 filing — Projeks Management, Inc. 401(K) Profit Sharing Plan & Trust

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 20240730135049NAL0031852800001) for Projeks Management, Inc. 401(K) Profit Sharing Plan & Trust, reported by Projeks Management, Inc. under EIN 27-0903009 and plan number 001. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,370,836
Participants82
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730135049NAL0031852800001
Plan sponsor
Projeks Management, Inc.
EIN
27-0903009
Plan number
001
Location
Nahant, MA
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)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$291.4K
Benefits paid / distributions$273.8K
Contributions
Employer$132.9K
Participant$369K
Full reported line items
Total assets (EOY)
$3,370,836
Net assets (EOY)
$3,370,836
Employer contributions
$132,901
Participant contributions
$369,016
Total income / additions
$1,034,313
Benefits paid
$273,784
Administrative expenses
$17,574
Total expenses
$291,358
Net increase / (decrease)
$742,955

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730135049NAL0031852800001 cover?
It is the 2023 Form 5500 filing for Projeks Management, Inc. 401(K) Profit Sharing Plan & Trust, reported by Projeks Management, Inc. (EIN 27-0903009).
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