2023 Form 5500 filing — J. J. Herlihy 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 20250131123255NAL0002336785001) for J. J. Herlihy Profit Sharing Plan, reported by J.J. Herlihy Co., Inc. under EIN 06-0841209 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,070,837
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250131123255NAL0002336785001
Plan sponsor
J.J. Herlihy Co., Inc.
EIN
06-0841209
Plan number
001
Location
Yalesville, CT
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)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions$503.4K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$64.1K
Full reported line items
Total assets (EOY)
$3,070,837
Net assets (EOY)
$3,070,837
Participant contributions
$64,145
Total income / additions
$503,386
Net increase / (decrease)
$503,386

Related Form 5500 pages