2023 Form 5500 filing — Mcinnis Marketing Associates, Inc. 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 20241119090528NAL0005295938001) for Mcinnis Marketing Associates, Inc. Profit Sharing Plan, reported by Mcinnis Marketing Associates, Inc. under EIN 27-0449890 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$712KReported net assets$712,024
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241119090528NAL0005295938001
Plan sponsor
Mcinnis Marketing Associates, Inc.
EIN
27-0449890
Plan number
001
Location
Warminster, PA
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)$712K total assets
Net assets$712KLiabilities
Money in vs. money out
Total income / additions-$82.7K
Total expenses$6.6K
Benefits paid / distributions$6.6K
Contributions
Employer$15K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$712,024
Net assets (EOY)
$712,024
Employer contributions
$15,000
Total income / additions
-$82,712
Benefits paid
$6,600
Total expenses
$6,600
Net increase / (decrease)
-$89,312

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241119090528NAL0005295938001 cover?
It is the 2023 Form 5500 filing for Mcinnis Marketing Associates, Inc. Profit Sharing Plan, reported by Mcinnis Marketing Associates, Inc. (EIN 27-0449890).
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