2023 Form 5500 filing — Margoles And Margoles 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 20241014110201NAL0013172579003) for Margoles And Margoles Profit Sharing Plan, reported by Margoles And Margoles Pa under EIN 41-1720376 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$824.3KReported net assets$824,262
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014110201NAL0013172579003
Plan sponsor
Margoles And Margoles Pa
EIN
41-1720376
Plan number
001
Location
Minneapolis, MN
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)$824.3K total assets
Net assets$824.3KLiabilities
Money in vs. money out
Total income / additions$56K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$824,262
Net assets (EOY)
$824,262
Total income / additions
$56,032
Net increase / (decrease)
$56,032

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110201NAL0013172579003 cover?
It is the 2023 Form 5500 filing for Margoles And Margoles Profit Sharing Plan, reported by Margoles And Margoles Pa (EIN 41-1720376).
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