2023 Form 5500 filing — Minion And Sherman Smith Barney Prototype Ps 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 20240724144655NAL0007545347003) for Minion And Sherman Smith Barney Prototype Ps Plan, reported by Minion And Sherman Smith Barney Prototype Ps Plan under EIN 22-3404797 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240724144655NAL0007545347003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minion And Sherman Smith Barney Prototype Ps Plan
- EIN
- 22-3404797
- Plan number
- 001
- Location
- West Caldwell, NJ
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,154,357
- Net assets (EOY)
- $3,154,357
- Employer contributions
- $89,019
- Total income / additions
- $296,101
- Benefits paid
- $0
- Administrative expenses
- $18,154
- Total expenses
- $18,154
- Net increase / (decrease)
- $277,947
- Schedule source
- Schedule I