2023 Form 5500 filing — B.J. Muirhead 401(K) 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 20241013072612NAL0024657873001) for B.J. Muirhead 401(K) Profit Sharing Plan, reported by B.J. Muirhead Company Inc. under EIN 16-0795859 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,222,797
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241013072612NAL0024657873001
Plan sponsor
B.J. Muirhead Company Inc.
EIN
16-0795859
Plan number
001
Location
Orchard Park, 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)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$779.6K
Benefits paid / distributions$780.4K
Contributions
Employer$79.7K
Participant$198.8K
Full reported line items
Total assets (EOY)
$7,222,797
Total liabilities (EOY)
$0
Net assets (EOY)
$7,222,797
Employer contributions
$79,691
Participant contributions
$198,831
Total income / additions
$1,309,810
Benefits paid
$780,374
Administrative expenses
-$725
Total expenses
$779,649
Net increase / (decrease)
$530,161

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013072612NAL0024657873001 cover?
It is the 2023 Form 5500 filing for B.J. Muirhead 401(K) Profit Sharing Plan, reported by B.J. Muirhead Company Inc. (EIN 16-0795859).
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