2023 Form 5500 filing — Thomas H. Burton 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 20241014140826NAL0013422259001) for Thomas H. Burton Profit Sharing Plan, reported by Thomas H. Burton under EIN 16-1249251 and plan number 002. 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)$5.1MReported net assets$5,143,036
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014140826NAL0013422259001
Plan sponsor
Thomas H. Burton
EIN
16-1249251
Plan number
002
Location
Buffalo, 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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$690.1K
Total expenses$20K
Benefits paid / distributions$20K
Contributions
Employer$33.1K
Participant$60K
Full reported line items
Total assets (EOY)
$5,143,036
Net assets (EOY)
$5,143,036
Employer contributions
$33,147
Participant contributions
$60,000
Total income / additions
$690,141
Benefits paid
$19,968
Total expenses
$19,968
Net increase / (decrease)
$670,173

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014140826NAL0013422259001 cover?
It is the 2023 Form 5500 filing for Thomas H. Burton Profit Sharing Plan, reported by Thomas H. Burton (EIN 16-1249251).
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