2023 Form 5500 filing — Fineman Krekstein & Harris, P.C. 401(K) 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 20240922063343NAL0010256721001) for Fineman Krekstein & Harris, P.C. 401(K) Profit Sharing Plan, reported by Fineman Krekstein & Harris, P.C. under EIN 23-2176745 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,197,586
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240922063343NAL0010256721001
Plan sponsor
Fineman Krekstein & Harris, P.C.
EIN
23-2176745
Plan number
001
Location
Philadelphia, PA
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$926.8K
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$0
Participant$155.6K
Full reported line items
Total assets (EOY)
$3,197,586
Total liabilities (EOY)
$0
Net assets (EOY)
$3,197,586
Employer contributions
$0
Participant contributions
$155,611
Total income / additions
$926,755
Benefits paid
$2,705,966
Administrative expenses
$794
Total expenses
$2,706,760
Net increase / (decrease)
-$1,780,005

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240922063343NAL0010256721001 cover?
It is the 2023 Form 5500 filing for Fineman Krekstein & Harris, P.C. 401(K) Profit Sharing Plan, reported by Fineman Krekstein & Harris, P.C. (EIN 23-2176745).
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