2023 Form 5500 filing — Matthew S. Dulberg 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 20241010160015NAL0011701523001) for Matthew S. Dulberg Profit Sharing Plan, reported by Matthew S. Dulberg under EIN 11-3473172 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$913.8KReported net assets$913,821
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010160015NAL0011701523001
Plan sponsor
Matthew S. Dulberg
EIN
11-3473172
Plan number
001
Location
Jackson Heights, 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)$913.8K total assets
Net assets$913.8KLiabilities
Money in vs. money out
Total income / additions$75.7K
Total expenses$4K
Benefits paid / distributions$4K
Full reported line items
Total assets (EOY)
$913,821
Net assets (EOY)
$913,821
Total income / additions
$75,656
Benefits paid
$4,000
Total expenses
$4,014
Net increase / (decrease)
$71,642

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010160015NAL0011701523001 cover?
It is the 2023 Form 5500 filing for Matthew S. Dulberg Profit Sharing Plan, reported by Matthew S. Dulberg (EIN 11-3473172).
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