2023 Form 5500 filing — Slack, Johnston, & Magenheimer, Inc. Employee Savings 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 20240731155255NAL0014511139001) for Slack, Johnston, & Magenheimer, Inc. Employee Savings Plan, reported by Slack, Johnston, & Magenheimer, Inc. under EIN 59-0881523 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,632,360
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240731155255NAL0014511139001
Plan sponsor
Slack, Johnston, & Magenheimer, Inc.
EIN
59-0881523
Plan number
002
Location
Miami, 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)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$515.9K
Total expenses$129.7K
Benefits paid / distributions$129.6K
Contributions
Employer$7.9K
Participant$60K
Full reported line items
Total assets (EOY)
$2,632,360
Net assets (EOY)
$2,632,360
Employer contributions
$7,940
Participant contributions
$60,000
Total income / additions
$515,916
Benefits paid
$129,631
Administrative expenses
$50
Total expenses
$129,681
Net increase / (decrease)
$386,235

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731155255NAL0014511139001 cover?
It is the 2023 Form 5500 filing for Slack, Johnston, & Magenheimer, Inc. Employee Savings Plan, reported by Slack, Johnston, & Magenheimer, Inc. (EIN 59-0881523).
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