2023 Form 5500 filing — Deffet Group Cash Balance 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 20241003120717NAL0004852723001) for Deffet Group Cash Balance Plan, reported by Deffet Group under EIN 31-1268478 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)$1.7MReported net assets$1,662,123
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003120717NAL0004852723001
Plan sponsor
Deffet Group
EIN
31-1268478
Plan number
002
Location
Ostrander, 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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$318.3K
Total expenses$5.2K
Benefits paid / distributionsNot reported
Contributions
Employer$196.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,662,123
Net assets (EOY)
$1,662,123
Employer contributions
$196,142
Total income / additions
$318,285
Administrative expenses
$5,187
Total expenses
$5,187
Net increase / (decrease)
$313,098

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003120717NAL0004852723001 cover?
It is the 2023 Form 5500 filing for Deffet Group Cash Balance Plan, reported by Deffet Group (EIN 31-1268478).
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