2023 Form 5500 filing — Charles Jud Sales, 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 20241205121137NAL0005002481001) for Charles Jud Sales, Inc. Profit Sharing Plan And Trust, reported by Charles Jud Sales, Inc. under EIN 11-2412073 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,282,132
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241205121137NAL0005002481001
Plan sponsor
Charles Jud Sales, Inc.
EIN
11-2412073
Plan number
002
Location
Port Washington, 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)$1.3M total assets
Net assets$1.3MLiabilities$10.8K
Money in vs. money out
Total income / additions$87.9K
Total expenses$15.9K
Benefits paid / distributions$10.8K
Contributions
Employer$4.9K
Participant$0
Full reported line items
Total assets (EOY)
$1,292,904
Total liabilities (EOY)
$10,772
Net assets (EOY)
$1,282,132
Employer contributions
$4,867
Participant contributions
$0
Total income / additions
$87,917
Benefits paid
$10,772
Total expenses
$15,932
Net increase / (decrease)
$71,985

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241205121137NAL0005002481001 cover?
It is the 2023 Form 5500 filing for Charles Jud Sales, Inc. Profit Sharing Plan And Trust, reported by Charles Jud Sales, Inc. (EIN 11-2412073).
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