2023 Form 5500 filing — S. Keith Barker, P.C. Profit Sharing 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 20240918100618NAL0009170002002) for S. Keith Barker, P.C. Profit Sharing Trust, reported by S. Keith Barker, P.C. under EIN 54-1384440 and plan number 001. 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)$3.5MReported net assets$3,549,240
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240918100618NAL0009170002002
Plan sponsor
S. Keith Barker, P.C.
EIN
54-1384440
Plan number
001
Location
Glen Allen, VA
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)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$563.4K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$65.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,549,240
Net assets (EOY)
$3,549,240
Employer contributions
$65,588
Total income / additions
$563,413
Net increase / (decrease)
$563,413

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918100618NAL0009170002002 cover?
It is the 2023 Form 5500 filing for S. Keith Barker, P.C. Profit Sharing Trust, reported by S. Keith Barker, P.C. (EIN 54-1384440).
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