2023 Form 5500 filing — Chaltas Associates LLC 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 20241015161843NAL0015065939004) for Chaltas Associates LLC Profit Sharing Plan, reported by Alison Chaltas under EIN 47-2459704 and plan number 001. 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)$142.5KReported net assets$142,454
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015161843NAL0015065939004
Plan sponsor
Alison Chaltas
EIN
47-2459704
Plan number
001
Location
Providence, RI
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)$142.5K total assets
Net assets$142.5KLiabilities
Money in vs. money out
Total income / additions$33.9K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$142,454
Net assets (EOY)
$142,454
Total income / additions
$33,931
Net increase / (decrease)
$33,931

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015161843NAL0015065939004 cover?
It is the 2023 Form 5500 filing for Chaltas Associates LLC Profit Sharing Plan, reported by Alison Chaltas (EIN 47-2459704).
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