2023 Form 5500 filing — John D. Woliver 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 20240724131507NAL0028407218002) for John D. Woliver Profit Sharing Plan, reported by John D. Woliver, Attorney At Law under EIN 34-1372973 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)$852.3KReported net assets$852,343
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724131507NAL0028407218002
Plan sponsor
John D. Woliver, Attorney At Law
EIN
34-1372973
Plan number
001
Location
Batavia, OH
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)$852.3K total assets
Net assets$852.3KLiabilities
Money in vs. money out
Total income / additions$167.6K
Total expenses$54.1K
Benefits paid / distributions$45.6K
Contributions
Employer$7.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$852,343
Net assets (EOY)
$852,343
Employer contributions
$7,692
Total income / additions
$167,633
Benefits paid
$45,610
Administrative expenses
$8,485
Total expenses
$54,095
Net increase / (decrease)
$113,538

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724131507NAL0028407218002 cover?
It is the 2023 Form 5500 filing for John D. Woliver Profit Sharing Plan, reported by John D. Woliver, Attorney At Law (EIN 34-1372973).
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