2023 Form 5500 filing — Erdman Anthony Profit Sharing And Employee Stock Ownership 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 20240621081311NAL0001533123001) for Erdman Anthony Profit Sharing And Employee Stock Ownership Plan, reported by Erdman Anthony under EIN 16-1404980 and plan number 002. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240621081311NAL0001533123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erdman Anthony
- EIN
- 16-1404980
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 107
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,555,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,555,710
- Total income / additions
- $251,065
- Benefits paid
- $71,967
- Administrative expenses
- $0
- Total expenses
- $71,967
- Net increase / (decrease)
- $179,098
- Schedule source
- Schedule H