2023 Form 5500 filing — Carabell, Leslie And Company P.C. Employee 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 20250623071505NAL0014892994001) for Carabell, Leslie And Company P.C. Employee Profit Sharing Plan And Trust, reported by Carabell, Leslie And Company, P.C. under EIN 38-1998967 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,168,431
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250623071505NAL0014892994001
Plan sponsor
Carabell, Leslie And Company, P.C.
EIN
38-1998967
Plan number
001
Location
Mount Clemens, MI
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)$8.2M total assets
Net assets$8.2MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$107.1K
Participant$143.3K
Full reported line items
Total assets (EOY)
$8,168,431
Net assets (EOY)
$8,168,431
Employer contributions
$107,092
Participant contributions
$143,268
Total income / additions
$1,679,846
Benefits paid
$1,695,140
Administrative expenses
$212
Total expenses
$1,695,352
Net increase / (decrease)
-$15,506

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250623071505NAL0014892994001 cover?
It is the 2023 Form 5500 filing for Carabell, Leslie And Company P.C. Employee Profit Sharing Plan And Trust, reported by Carabell, Leslie And Company, P.C. (EIN 38-1998967).
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