2023 Form 5500 filing — Samalin Investment Counsel, LLC 401k 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 20241008122600NAL0029810064001) for Samalin Investment Counsel, LLC 401k Profit Sharing Plan, reported by Samalin Investment Counsel, LLC under EIN 20-8824391 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008122600NAL0029810064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samalin Investment Counsel, LLC
- EIN
- 20-8824391
- Plan number
- 001
- Location
- Chappaqua, NY
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,325,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,325,188
- Employer contributions
- $82,675
- Participant contributions
- $97,999
- Total income / additions
- $493,011
- Benefits paid
- $323,581
- Administrative expenses
- $2,845
- Total expenses
- $326,426
- Net increase / (decrease)
- $166,585
- Schedule source
- Schedule I