2023 Form 5500 filing — Company Retirement 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 20241014094228NAL0052970450001) for Company Retirement Plan, reported by Company Retirement Plan under EIN 46-1318881 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,232,808
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014094228NAL0052970450001
Plan sponsor
Company Retirement Plan
EIN
46-1318881
Plan number
001
Location
Wyncote, PA
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$368.6K
Total expenses$78.8K
Benefits paid / distributions$74.1K
Contributions
Employer$133.8K
Participant$18.1K
Full reported line items
Total assets (EOY)
$1,232,808
Total liabilities (EOY)
$0
Net assets (EOY)
$1,232,808
Employer contributions
$133,790
Participant contributions
$18,126
Total income / additions
$368,636
Benefits paid
$74,083
Administrative expenses
$4,707
Total expenses
$78,790
Net increase / (decrease)
$289,846

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014094228NAL0052970450001 cover?
It is the 2023 Form 5500 filing for Company Retirement Plan, reported by Company Retirement Plan (EIN 46-1318881).
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