2023 Form 5500 filing — Tom E Scharar 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 20250429092938NAL0000193619001) for Tom E Scharar Profit Sharing Plan And Trust, reported by Tom E Scharar under EIN 59-1723883 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$355.3KReported net assets$355,324
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250429092938NAL0000193619001
Plan sponsor
Tom E Scharar
EIN
59-1723883
Plan number
001
Location
Lakeland, FL
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)$359.3K total assets
Net assets$355.3KLiabilities$4K
Money in vs. money out
Total income / additions$13.8K
Total expenses$79.4K
Benefits paid / distributions$77.1K
Full reported line items
Total assets (EOY)
$359,324
Total liabilities (EOY)
$4,000
Net assets (EOY)
$355,324
Total income / additions
$13,847
Benefits paid
$77,136
Administrative expenses
$2,240
Total expenses
$79,376
Net increase / (decrease)
-$65,529

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250429092938NAL0000193619001 cover?
It is the 2023 Form 5500 filing for Tom E Scharar Profit Sharing Plan And Trust, reported by Tom E Scharar (EIN 59-1723883).
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