Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust — Form 5500 plan (Daniel S Natchez & Associates, Inc.)
Plain-English plan 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, Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust is a benefit plan reported by Daniel S Natchez & Associates, Inc. under EIN 13-3190422 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $1,078,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel S Natchez & Associates, Inc.
- EIN
- 13-3190422
- Plan number
- 002
- Plan type
- 2
- Location
- Mamaroneck, NY
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,078,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250228123747NAL0001973506001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,078,671
- Net assets (EOY)
- $1,078,671
- Net assets (BOY)
- $942,601
Income & contributions
- Total income / additions
- $203,557
Expenses & distributions
- Benefits paid
- $67,398
- Total expenses
- $67,487
- Net increase / (decrease)
- $136,070
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.