2023 Form 5500 filing — Michael Lebby Smith 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 20241001131506NAL0006779601001) for Michael Lebby Smith Profit Sharing Plan, reported by Michael Lebby Smith under EIN 34-1506540 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.8KReported net assets$23,807
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001131506NAL0006779601001
Plan sponsor
Michael Lebby Smith
EIN
34-1506540
Plan number
001
Location
Beachwood, OH
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)$23.8K total assets
Net assets$23.8KLiabilities
Money in vs. money out
Total income / additions$2.1K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$23,807
Net assets (EOY)
$23,807
Total income / additions
$2,070
Net increase / (decrease)
$2,070

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001131506NAL0006779601001 cover?
It is the 2023 Form 5500 filing for Michael Lebby Smith Profit Sharing Plan, reported by Michael Lebby Smith (EIN 34-1506540).
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