2023 Form 5500 filing — Lane & Nach, P.C. Profit Sharing Plan & 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 20241003122427NAL0004858387001) for Lane & Nach, P.C. Profit Sharing Plan & Trust, reported by Lane & Nach, P.C. under EIN 86-0938074 and plan number 005. It reports 20 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$3,021,047
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003122427NAL0004858387001
Plan sponsor
Lane & Nach, P.C.
EIN
86-0938074
Plan number
005
Location
Phoenix, AZ
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$459.6K
Total expenses$8.6K
Benefits paid / distributionsNot reported
Contributions
Employer$111.9K
Participant$90.9K
Full reported line items
Total assets (EOY)
$3,021,047
Total liabilities (EOY)
$0
Net assets (EOY)
$3,021,047
Employer contributions
$111,890
Participant contributions
$90,947
Total income / additions
$459,630
Administrative expenses
$8,615
Total expenses
$8,615
Net increase / (decrease)
$451,015

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003122427NAL0004858387001 cover?
It is the 2023 Form 5500 filing for Lane & Nach, P.C. Profit Sharing Plan & Trust, reported by Lane & Nach, P.C. (EIN 86-0938074).
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