2023 Form 5500 filing — Flood, Kallus & Yen P.C. Profit Sharing Plan #2

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 20250131170200NAL0001467699001) for Flood, Kallus & Yen P.C. Profit Sharing Plan #2, reported by Flood, Kallus & Yen P.C. under EIN 74-2058058 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$114KReported net assets$113,973
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250131170200NAL0001467699001
Plan sponsor
Flood, Kallus & Yen P.C.
EIN
74-2058058
Plan number
002
Location
Spring, TX
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)$114K total assets
Net assets$114KLiabilities
Money in vs. money out
Total income / additions$28.3K
Total expenses$1.4K
Benefits paid / distributions$1.3K
Full reported line items
Total assets (EOY)
$113,973
Net assets (EOY)
$113,973
Total income / additions
$28,281
Benefits paid
$1,300
Total expenses
$1,420
Net increase / (decrease)
$26,861

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250131170200NAL0001467699001 cover?
It is the 2023 Form 5500 filing for Flood, Kallus & Yen P.C. Profit Sharing Plan #2, reported by Flood, Kallus & Yen P.C. (EIN 74-2058058).
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