2023 Form 5500 filing — Dailey Bros 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 20241002094340NAL0014701088001) for Dailey Bros Profit Sharing Plan, reported by Dailey Bros Inc. under EIN 04-2321356 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$2,951,445
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002094340NAL0014701088001
Plan sponsor
Dailey Bros Inc.
EIN
04-2321356
Plan number
002
Location
Lexington, MA
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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$341.4K
Total expenses$142.3K
Benefits paid / distributions$142.3K
Full reported line items
Total assets (EOY)
$2,951,445
Total liabilities (EOY)
$0
Net assets (EOY)
$2,951,445
Total income / additions
$341,432
Benefits paid
$142,309
Total expenses
$142,309
Net increase / (decrease)
$199,123

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002094340NAL0014701088001 cover?
It is the 2023 Form 5500 filing for Dailey Bros Profit Sharing Plan, reported by Dailey Bros Inc. (EIN 04-2321356).
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