2023 Form 5500 filing — Puff Sierzega & Macfeeters LLC Tr
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 20240731141435NAL0022407473001) for Puff Sierzega & Macfeeters LLC Tr, reported by Jeffrey Puff under EIN 22-2872738 and plan number 003. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731141435NAL0022407473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeffrey Puff
- EIN
- 22-2872738
- Plan number
- 003
- Location
- Woodbury, NJ
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,214,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,214,500
- Employer contributions
- $35,181
- Participant contributions
- $98,646
- Total income / additions
- $1,359,694
- Benefits paid
- $994,648
- Administrative expenses
- $0
- Total expenses
- $995,073
- Net increase / (decrease)
- $364,621
- Schedule source
- Schedule I