2023 Form 5500 filing — 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 20240606180200NAL0022709345001) for Profit Sharing Plan, reported by Alex W. Tom under EIN 77-0333145 and plan number 004. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240606180200NAL0022709345001
Filing year
2023
Form type
2
Plan sponsor
Alex W. Tom
EIN
77-0333145
Plan number
004
Location
Hillsborough, CA
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,477,274
Net assets (EOY)
$1,477,274
Employer contributions
$17,928
Total income / additions
$492,837
Net increase / (decrease)
$492,837
Schedule source
Schedule I

Related Form 5500 pages