2023 Form 5500 filing — Francis M Letro Profit Sharing 401 (K) 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 20241015193615NAL0057901762001) for Francis M Letro Profit Sharing 401 (K) Plan, reported by Francis M Letro under EIN 16-1506700 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,230,290
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015193615NAL0057901762001
Plan sponsor
Francis M Letro
EIN
16-1506700
Plan number
002
Location
Buffalo, NY
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$623.4K
Total expenses$69K
Benefits paid / distributions$69K
Contributions
Employer$0
Participant$72.3K
Full reported line items
Total assets (EOY)
$4,230,290
Total liabilities (EOY)
$0
Net assets (EOY)
$4,230,290
Employer contributions
$0
Participant contributions
$72,330
Total income / additions
$623,419
Benefits paid
$69,030
Total expenses
$69,030
Net increase / (decrease)
$554,389

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193615NAL0057901762001 cover?
It is the 2023 Form 5500 filing for Francis M Letro Profit Sharing 401 (K) Plan, reported by Francis M Letro (EIN 16-1506700).
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