2023 Form 5500 filing — Fustcharles Llp 401(K) And 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 20241010145449NAL0021288065001) for Fustcharles Llp 401(K) And Profit Sharing Plan, reported by Fustcharles Llp under EIN 16-1226221 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,474,676
Participants98
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010145449NAL0021288065001
Plan sponsor
Fustcharles Llp
EIN
16-1226221
Plan number
001
Location
Syracuse, NY
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$272K
Participant$773.6K
Full reported line items
Total assets (EOY)
$7,474,676
Total liabilities (EOY)
$0
Net assets (EOY)
$7,474,676
Employer contributions
$272,012
Participant contributions
$773,617
Total income / additions
$2,379,516
Benefits paid
$1,064,966
Administrative expenses
$319
Total expenses
$1,065,285
Net increase / (decrease)
$1,314,231

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010145449NAL0021288065001 cover?
It is the 2023 Form 5500 filing for Fustcharles Llp 401(K) And Profit Sharing Plan, reported by Fustcharles Llp (EIN 16-1226221).
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