2023 Form 5500 filing — Fishman Group, Pc 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 20241015091508NAL0016040931007) for Fishman Group, Pc Profit Sharing Plan And Trust, reported by Fishman Group, P.C. under EIN 20-5047940 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)$50.5KReported net assets$50,484
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015091508NAL0016040931007
Plan sponsor
Fishman Group, P.C.
EIN
20-5047940
Plan number
001
Location
Bloomfield Hills, MI
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)$50.5K total assets
Net assets$50.5KLiabilities
Money in vs. money out
Total income / additions$407.8K
Total expenses$2.5M
Benefits paid / distributions$2.5M
Full reported line items
Total assets (EOY)
$50,484
Net assets (EOY)
$50,484
Total income / additions
$407,824
Benefits paid
$2,478,955
Total expenses
$2,478,955
Net increase / (decrease)
-$2,071,131

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015091508NAL0016040931007 cover?
It is the 2023 Form 5500 filing for Fishman Group, Pc Profit Sharing Plan And Trust, reported by Fishman Group, P.C. (EIN 20-5047940).
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