2023 Form 5500 filing — Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust

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 20241011153440NAL0011131411001) for Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust, reported by Basswood Capital Management LLC under EIN 13-4045628 and plan number 002. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15MReported net assets$14,994,441
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011153440NAL0011131411001
Plan sponsor
Basswood Capital Management LLC
EIN
13-4045628
Plan number
002
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)$15M total assets
Net assets$15MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$235.7K
Benefits paid / distributions$235.7K
Contributions
Employer$10.3K
Participant$204.6K
Full reported line items
Total assets (EOY)
$14,994,441
Net assets (EOY)
$14,994,441
Employer contributions
$10,256
Participant contributions
$204,631
Total income / additions
$1,918,611
Benefits paid
$235,712
Total expenses
$235,712
Net increase / (decrease)
$1,682,899

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011153440NAL0011131411001 cover?
It is the 2023 Form 5500 filing for Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust, reported by Basswood Capital Management LLC (EIN 13-4045628).
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