2023 Form 5500 filing — 535 Main 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 20241119110606NAL0002295841001) for 535 Main LLC Profit Sharing Plan, reported by 535 Main LLC under EIN 01-0672358 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.2MReported net assets$4,151,314
Participants358
Provider compensation$19.2K3 Schedule C row(s)$19,154
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241119110606NAL0002295841001
- Plan sponsor
- 535 Main LLC
- EIN
- 01-0672358
- Plan number
- 001
- Location
- Louisville, KY
- Received date
- not reported in the loaded dataset
Schedule H · 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—
Full reported line items
- Total assets (EOY)
- $4,151,314
- Net assets (EOY)
- $4,151,314
- Employer contributions
- $593,451
- Total income / additions
- $1,016,783
- Benefits paid
- $102,684
- Administrative expenses
- $19,109
- Total expenses
- $121,793
- Net increase / (decrease)
- $894,990
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Parthenon LLC | FINANCIAL ADVISOR | $16,888 | $0 |
| Charles Schwab Bank | CUSTODIAN | $2,221 | $0 |
| Charles Schwab & Co., Inc. | SERVICE PROVIDER | $45 | $0 |