2023 Form 5500 filing — Band, Rosenbaum & Martin, P.C. 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 20250626111116NAL0004959635001) for Band, Rosenbaum & Martin, P.C. Profit Sharing Plan And Trust, reported by Band Rosenbaum & Martin, Pc under EIN 13-3095780 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250626111116NAL0004959635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Band Rosenbaum & Martin, Pc
- EIN
- 13-3095780
- Plan number
- 002
- Location
- Harrison, NY
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $600,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $600,679
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $125,255
- Benefits paid
- $809,077
- Administrative expenses
- $3,095
- Total expenses
- $812,172
- Net increase / (decrease)
- -$686,917
- Schedule source
- Schedule I