2023 Form 5500 filing — Powell Realty Inc Employee Profit Sharing 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 20241216144506NAL0000865843001) for Powell Realty Inc Employee Profit Sharing Trust, reported by Powell Realty Inc under EIN 38-2123839 and plan number 001. 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)$1.4MReported net assets$1,422,486
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241216144506NAL0000865843001
Plan sponsor
Powell Realty Inc
EIN
38-2123839
Plan number
001
Location
Montrose, MI
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)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$72.2K
Total expenses$81.4K
Benefits paid / distributions$79.2K
Full reported line items
Total assets (EOY)
$1,422,486
Net assets (EOY)
$1,422,486
Total income / additions
$72,172
Benefits paid
$79,217
Total expenses
$81,367
Net increase / (decrease)
-$9,195

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241216144506NAL0000865843001 cover?
It is the 2023 Form 5500 filing for Powell Realty Inc Employee Profit Sharing Trust, reported by Powell Realty Inc (EIN 38-2123839).
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