2023 Form 5500 filing — Lushin And Associates, Inc. Employee Stock Ownership 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 20241008113537NAL0029686848001) for Lushin And Associates, Inc. Employee Stock Ownership Plan, reported by Lushin And Associates, Inc. under EIN 35-2034155 and plan number 002. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$578.4KReported net assets$578,362
Participants0
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008113537NAL0029686848001
Plan sponsor
Lushin And Associates, Inc.
EIN
35-2034155
Plan number
002
Location
Indianapolis, IN
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)$797K total assets
Net assets$578.4KLiabilities$218.6K
Money in vs. money out
Total income / additions$583.2K
Total expenses$4.8K
Benefits paid / distributionsNot reported
Contributions
Employer$7.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$797,000
Total liabilities (EOY)
$218,638
Net assets (EOY)
$578,362
Employer contributions
$7,539
Total income / additions
$583,190
Total expenses
$4,828
Net increase / (decrease)
$578,362

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008113537NAL0029686848001 cover?
It is the 2023 Form 5500 filing for Lushin And Associates, Inc. Employee Stock Ownership Plan, reported by Lushin And Associates, Inc. (EIN 35-2034155).
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