2023 Form 5500 filing — A. Thomas Farris & Son, Inc. Retirement 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 20250108111201NAL0022036690001) for A. Thomas Farris & Son, Inc. Retirement Plan, reported by A. Thomas Farris & Son Inc. under EIN 13-2593680 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)$3.7MReported net assets$3,662,593
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250108111201NAL0022036690001
Plan sponsor
A. Thomas Farris & Son Inc.
EIN
13-2593680
Plan number
001
Location
White Plains, 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)$3.7M total assets
Net assets$3.7MLiabilities
Money in vs. money out
Total income / additions$692.4K
Total expenses$123.7K
Benefits paid / distributions$107.7K
Contributions
Employer$30K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,662,593
Net assets (EOY)
$3,662,593
Employer contributions
$30,000
Total income / additions
$692,370
Benefits paid
$107,740
Total expenses
$123,723
Net increase / (decrease)
$568,647

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250108111201NAL0022036690001 cover?
It is the 2023 Form 5500 filing for A. Thomas Farris & Son, Inc. Retirement Plan, reported by A. Thomas Farris & Son Inc. (EIN 13-2593680).
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