2023 Form 5500 filing — Shakespeare Festival - 125 Cafeteria 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 20250530111528NAL0014863456001) for Shakespeare Festival - 125 Cafeteria Plan, reported by Shakespeare Festival under EIN 13-3167013 and plan number 501. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$90Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250530111528NAL0014863456001
Plan sponsor
Shakespeare Festival
EIN
13-3167013
Plan number
501
Location
Los Angeles, CA
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)$2.6K total assets
Net assets$90Liabilities$2.6K
Money in vs. money out
Total income / additions$2.6K
Total expenses$2.6K
Benefits paid / distributions$2.6K
Contributions
EmployerNot reported
Participant$2.6K
Full reported line items
Total assets (EOY)
$2,650
Total liabilities (EOY)
$2,560
Net assets (EOY)
$90
Participant contributions
$2,650
Total income / additions
$2,650
Benefits paid
$2,560
Total expenses
$2,560
Net increase / (decrease)
$90

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250530111528NAL0014863456001 cover?
It is the 2023 Form 5500 filing for Shakespeare Festival - 125 Cafeteria Plan, reported by Shakespeare Festival (EIN 13-3167013).
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