2023 Form 5500 filing — Norma J Engeman 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 20241014191223NAL0026997857001) for Norma J Engeman Profit Sharing Plan, reported by Norma Engeman under EIN 93-0717305 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)$150.1KReported net assets$150,095
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014191223NAL0026997857001
Plan sponsor
Norma Engeman
EIN
93-0717305
Plan number
002
Location
Eugene, OR
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)$150.1K total assets
Net assets$150.1KLiabilities
Money in vs. money out
Total income / additions$13.7K
Total expenses$66.1K
Benefits paid / distributions$64.3K
Full reported line items
Total assets (EOY)
$150,095
Net assets (EOY)
$150,095
Total income / additions
$13,738
Benefits paid
$64,276
Administrative expenses
$1,800
Total expenses
$66,076
Net increase / (decrease)
-$52,338

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014191223NAL0026997857001 cover?
It is the 2023 Form 5500 filing for Norma J Engeman Profit Sharing Plan, reported by Norma Engeman (EIN 93-0717305).
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