2023 Form 5500 filing — Ingalls & Snyder, LLC Profit Sharing Retirement Plan For Employees

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 20241011134611NAL0022864305001) for Ingalls & Snyder, LLC Profit Sharing Retirement Plan For Employees, reported by Ingalls & Snyder, LLC under EIN 13-5156620 and plan number 001. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.6MReported net assets$28,615,674
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011134611NAL0022864305001
Plan sponsor
Ingalls & Snyder, LLC
EIN
13-5156620
Plan number
001
Location
New York, 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)$28.6M total assets
Net assets$28.6MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$463.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$28,615,674
Total liabilities (EOY)
$0
Net assets (EOY)
$28,615,674
Employer contributions
$463,521
Participant contributions
$1,279,714
Total income / additions
$7,601,679
Benefits paid
$3,912,824
Administrative expenses
$75
Total expenses
$4,019,165
Net increase / (decrease)
$3,582,514

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011134611NAL0022864305001 cover?
It is the 2023 Form 5500 filing for Ingalls & Snyder, LLC Profit Sharing Retirement Plan For Employees, reported by Ingalls & Snyder, LLC (EIN 13-5156620).
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