2023 Form 5500 filing — Yildirim Investments, LLC 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 20241008111847NAL0016513313005) for Yildirim Investments, LLC Profit Sharing Plan, reported by Yildirim Investments, LLC under EIN 86-0835244 and plan number 001. 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)$1MReported net assets$1,046,110
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008111847NAL0016513313005
Plan sponsor
Yildirim Investments, LLC
EIN
86-0835244
Plan number
001
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)$1M total assets
Net assets$1MLiabilities
Money in vs. money out
Total income / additions$121.9K
Total expenses$35.1K
Benefits paid / distributions$35K
Contributions
Employer$12.5K
Participant$30K
Full reported line items
Total assets (EOY)
$1,046,110
Net assets (EOY)
$1,046,110
Employer contributions
$12,500
Participant contributions
$30,000
Total income / additions
$121,878
Benefits paid
$35,000
Administrative expenses
$150
Total expenses
$35,150
Net increase / (decrease)
$86,728

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008111847NAL0016513313005 cover?
It is the 2023 Form 5500 filing for Yildirim Investments, LLC Profit Sharing Plan, reported by Yildirim Investments, LLC (EIN 86-0835244).
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