2023 Form 5500 filing — George E. Warren Employees 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 20240808122733NAL0010980162001) for George E. Warren Employees Profit Sharing Plan, reported by George E. Warren LLC under EIN 04-1947720 and plan number 004. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240808122733NAL0010980162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- George E. Warren LLC
- EIN
- 04-1947720
- Plan number
- 004
- Location
- Vero Beach, FL
- Participants
- 71
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,875,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,875,071
- Employer contributions
- $1,237,288
- Participant contributions
- $598,976
- Total income / additions
- $6,880,135
- Benefits paid
- $2,320,737
- Administrative expenses
- $31,221
- Total expenses
- $2,351,958
- Net increase / (decrease)
- $4,528,177
- Schedule source
- Schedule I