2023 Form 5500 filing — Gerald A. Tomsic 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 20241015131806NAL0014703155002) for Gerald A. Tomsic Profit Sharing Plan, reported by Gerald Tomsic under EIN 95-4187403 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)$4.3MReported net assets$4,285,185
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015131806NAL0014703155002
Plan sponsor
Gerald Tomsic
EIN
95-4187403
Plan number
002
Location
Glendale, 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)$4.3M total assets
Net assets$4.3MLiabilities
Money in vs. money out
Total income / additions$338.2K
Total expenses$164.4K
Benefits paid / distributions$156K
Full reported line items
Total assets (EOY)
$4,285,185
Net assets (EOY)
$4,285,185
Total income / additions
$338,193
Benefits paid
$156,000
Total expenses
$164,405
Net increase / (decrease)
$173,788

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131806NAL0014703155002 cover?
It is the 2023 Form 5500 filing for Gerald A. Tomsic Profit Sharing Plan, reported by Gerald Tomsic (EIN 95-4187403).
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