2023 Form 5500 filing — Romanucci & Blandin Profit Sharing Plan And 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 20240925165058NAL0025965536001) for Romanucci & Blandin Profit Sharing Plan And Trust, reported by Romanucci & Blandin under EIN 36-4213223 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,163,731
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925165058NAL0025965536001
Plan sponsor
Romanucci & Blandin
EIN
36-4213223
Plan number
001
Location
Chicago, IL
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)$10.2M total assets
Net assets$10.2MLiabilities$6.7K
Money in vs. money out
Total income / additions$1.9M
Total expenses$6.8K
Benefits paid / distributions$0
Contributions
Employer$195.5K
Participant$0
Full reported line items
Total assets (EOY)
$10,170,415
Total liabilities (EOY)
$6,684
Net assets (EOY)
$10,163,731
Employer contributions
$195,524
Participant contributions
$0
Total income / additions
$1,922,780
Benefits paid
$0
Administrative expenses
$125
Total expenses
$6,809
Net increase / (decrease)
$1,915,971

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925165058NAL0025965536001 cover?
It is the 2023 Form 5500 filing for Romanucci & Blandin Profit Sharing Plan And Trust, reported by Romanucci & Blandin (EIN 36-4213223).
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