2023 Form 5500 filing — Empire Valuation Consultants, Inc. Employee Stock Ownership 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 20240923104143NAL0020221152001) for Empire Valuation Consultants, Inc. Employee Stock Ownership Plan, reported by Empire Valuation Consultants, Inc. under EIN 16-1328446 and plan number 002. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$2.2MReported net assets-$2,224,530
Participants97
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923104143NAL0020221152001
Plan sponsor
Empire Valuation Consultants, Inc.
EIN
16-1328446
Plan number
002
Location
Rochester, 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)$6.9M total assets
Net assets-$2.2MLiabilities$9.1M
Money in vs. money out
Total income / additions$1.8M
Total expenses$195.9K
Benefits paid / distributions$7.1K
Contributions
Employer$644.4K
Participant$0
Full reported line items
Total assets (EOY)
$6,862,117
Total liabilities (EOY)
$9,086,647
Net assets (EOY)
-$2,224,530
Employer contributions
$644,411
Participant contributions
$0
Total income / additions
$1,754,686
Benefits paid
$7,059
Administrative expenses
$0
Total expenses
$195,881
Net increase / (decrease)
$1,558,805

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923104143NAL0020221152001 cover?
It is the 2023 Form 5500 filing for Empire Valuation Consultants, Inc. Employee Stock Ownership Plan, reported by Empire Valuation Consultants, Inc. (EIN 16-1328446).
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