2023 Form 5500 filing — Blake & Co. 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 20240802121158NAL0024091329001) for Blake & Co. Profit Sharing Plan, reported by Blake Fintz Dba Blake & Co. under EIN 13-4029421 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$842.7KReported net assets$842,706
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802121158NAL0024091329001
Plan sponsor
Blake Fintz Dba Blake & Co.
EIN
13-4029421
Plan number
001
Location
New York, NY
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)$842.7K total assets
Net assets$842.7KLiabilities$0
Money in vs. money out
Total income / additions$111K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$6.3K
Participant$30K
Full reported line items
Total assets (EOY)
$842,706
Total liabilities (EOY)
$0
Net assets (EOY)
$842,706
Employer contributions
$6,326
Participant contributions
$30,000
Total income / additions
$111,046
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$111,046

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802121158NAL0024091329001 cover?
It is the 2023 Form 5500 filing for Blake & Co. Profit Sharing Plan, reported by Blake Fintz Dba Blake & Co. (EIN 13-4029421).
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