2023 Form 5500 filing — George Associates Inc 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 20240813131934NAL0005800595001) for George Associates Inc Profit Sharing Plan, reported by George Associates Inc Profit under EIN 52-0883316 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.5MReported net assets$10,545,322
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240813131934NAL0005800595001
Plan sponsor
George Associates Inc Profit
EIN
52-0883316
Plan number
002
Location
Silver Spring, MD
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)$10.5M total assets
Net assets$10.5MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$352.2K
Benefits paid / distributions$329.8K
Contributions
Employer$117.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,545,322
Net assets (EOY)
$10,545,322
Employer contributions
$117,201
Total income / additions
$1,732,579
Benefits paid
$329,778
Administrative expenses
$22,451
Total expenses
$352,229
Net increase / (decrease)
$1,380,350

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813131934NAL0005800595001 cover?
It is the 2023 Form 5500 filing for George Associates Inc Profit Sharing Plan, reported by George Associates Inc Profit (EIN 52-0883316).
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