2023 Form 5500 filing — Stonecipher Cunningham Beard & Schmitt Employee'S 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 20241009121031NAL0010588035002) for Stonecipher Cunningham Beard & Schmitt Employee'S Profit Sharing Plan, reported by Stoncipher Cunningham Beard & Schmitt P.C. under EIN 25-1235773 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.4MReported net assets$12,440,322
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009121031NAL0010588035002
Plan sponsor
Stoncipher Cunningham Beard & Schmitt P.C.
EIN
25-1235773
Plan number
002
Location
Pittsburgh, PA
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)$12.4M total assets
Net assets$12.4MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$134.6K
Participant$22.5K
Full reported line items
Total assets (EOY)
$12,440,322
Net assets (EOY)
$12,440,322
Employer contributions
$134,637
Participant contributions
$22,500
Total income / additions
$2,266,608
Benefits paid
$1,406,380
Administrative expenses
$28,024
Total expenses
$1,437,893
Net increase / (decrease)
$828,715

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009121031NAL0010588035002 cover?
It is the 2023 Form 5500 filing for Stonecipher Cunningham Beard & Schmitt Employee'S Profit Sharing Plan, reported by Stoncipher Cunningham Beard & Schmitt P.C. (EIN 25-1235773).
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