2023 Form 5500 filing — Continental Brokerage Corporation 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 20240725114616NAL0014393633005) for Continental Brokerage Corporation Profit Sharing Plan, reported by Continental Brokerage Corporation under EIN 63-0755765 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240725114616NAL0014393633005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Continental Brokerage Corporation
- EIN
- 63-0755765
- Plan number
- 001
- Location
- Mountain Brook, AL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,896,983
- Net assets (EOY)
- $5,896,983
- Employer contributions
- $68,892
- Total income / additions
- $1,348,556
- Benefits paid
- $181,850
- Administrative expenses
- $25,153
- Total expenses
- $207,003
- Net increase / (decrease)
- $1,141,553
- Schedule source
- Schedule I