2023 Form 5500 filing — Portfolio Advisory Group, Inc. Profit Sharing Plan And Trust
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 20241015091338NAL0047152160004) for Portfolio Advisory Group, Inc. Profit Sharing Plan And Trust, reported by Portfolio Advisory Group, Inc. under EIN 54-1905152 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)$1.6MReported net assets$1,588,145
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241015091338NAL0047152160004
- Plan sponsor
- Portfolio Advisory Group, Inc.
- EIN
- 54-1905152
- Plan number
- 002
- Location
- Alexandria, VA
- 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)$1.6M total assets
Net assets$1.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,588,145
- Net assets (EOY)
- $1,588,145
- Employer contributions
- $125,000
- Total income / additions
- $345,201
- Net increase / (decrease)
- $345,201
Frequently asked questions
- What does EFAST2 acknowledgement 20241015091338NAL0047152160004 cover?
- It is the 2023 Form 5500 filing for Portfolio Advisory Group, Inc. Profit Sharing Plan And Trust, reported by Portfolio Advisory Group, Inc. (EIN 54-1905152).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).