2023 Form 5500 filing — Malk Employee Stock Ownership 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 20241125135347NAL0003039107001) for Malk Employee Stock Ownership Plan, reported by Malk Sustainability Partners, LLC under EIN 46-4784414 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,646,697
Participants139
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241125135347NAL0003039107001
Plan sponsor
Malk Sustainability Partners, LLC
EIN
46-4784414
Plan number
002
Location
La Jolla, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.7M total assets
Net assets$6.6MLiabilities$4.1M
Money in vs. money out
Total income / additions$2.8M
Total expenses$83K
Benefits paid / distributions$0
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,698,050
Total liabilities (EOY)
$4,051,353
Net assets (EOY)
$6,646,697
Employer contributions
$2,506,102
Total income / additions
$2,843,501
Benefits paid
$0
Administrative expenses
$200
Total expenses
$82,968
Net increase / (decrease)
$2,760,533

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125135347NAL0003039107001 cover?
It is the 2023 Form 5500 filing for Malk Employee Stock Ownership Plan, reported by Malk Sustainability Partners, LLC (EIN 46-4784414).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages