2023 Form 5500 filing — M. Chalom And Son, 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 20241015201020NAL0029579425001) for M. Chalom And Son, Inc. Profit Sharing Plan And Trust, reported by M. Chalom And Son, Inc. under EIN 13-1556673 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)$506.9KReported net assets$506,887
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015201020NAL0029579425001
Plan sponsor
M. Chalom And Son, Inc.
EIN
13-1556673
Plan number
001
Location
New York, 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)$506.9K total assets
Net assets$506.9KLiabilities
Money in vs. money out
Total income / additions$66.3K
Total expenses$85.3K
Benefits paid / distributions$79.9K
Full reported line items
Total assets (EOY)
$506,887
Net assets (EOY)
$506,887
Total income / additions
$66,330
Benefits paid
$79,928
Administrative expenses
$5,395
Total expenses
$85,323
Net increase / (decrease)
-$18,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015201020NAL0029579425001 cover?
It is the 2023 Form 5500 filing for M. Chalom And Son, Inc. Profit Sharing Plan And Trust, reported by M. Chalom And Son, Inc. (EIN 13-1556673).
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