2023 Form 5500 filing — Robert Woods Keogh Profit Sharing 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 20250731190523NAL0003345443001) for Robert Woods Keogh Profit Sharing Plan, reported by Robert Woods under EIN 22-6279998 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,286,020
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250731190523NAL0003345443001
Plan sponsor
Robert Woods
EIN
22-6279998
Plan number
001
Location
Monmouth Beach, NJ
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$433K
Total expenses$56.7K
Benefits paid / distributions$40.5K
Contributions
Employer$5.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,286,020
Net assets (EOY)
$1,286,020
Employer contributions
$5,541
Total income / additions
$433,039
Benefits paid
$40,486
Total expenses
$56,734
Net increase / (decrease)
$376,305

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250731190523NAL0003345443001 cover?
It is the 2023 Form 5500 filing for Robert Woods Keogh Profit Sharing Plan, reported by Robert Woods (EIN 22-6279998).
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