2023 Form 5500 filing — Victor Sherman, A Professional Law Corporation Employees' 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 20241014122408NAL0052223794001) for Victor Sherman, A Professional Law Corporation Employees' Profit-Sharing Plan, reported by Victor Sherman, A Professional Law Corporation under EIN 95-3878162 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,699,911
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014122408NAL0052223794001
Plan sponsor
Victor Sherman, A Professional Law Corporation
EIN
95-3878162
Plan number
002
Location
Los Angeles, CA
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$418.8K
Total expenses$139.5K
Benefits paid / distributions$126K
Contributions
Employer$69.3K
Participant$0
Full reported line items
Total assets (EOY)
$2,699,911
Total liabilities (EOY)
$0
Net assets (EOY)
$2,699,911
Employer contributions
$69,250
Participant contributions
$0
Total income / additions
$418,776
Benefits paid
$126,000
Administrative expenses
$13,513
Total expenses
$139,513
Net increase / (decrease)
$279,263

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014122408NAL0052223794001 cover?
It is the 2023 Form 5500 filing for Victor Sherman, A Professional Law Corporation Employees' Profit-Sharing Plan, reported by Victor Sherman, A Professional Law Corporation (EIN 95-3878162).
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