2023 Form 5500 filing — Cole Realty Associates, Inc. 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 20240808153029NAL0011046258001) for Cole Realty Associates, Inc. Profit Sharing Plan, reported by Cole Realty Associates, Inc. under EIN 20-5216226 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)$96.7KReported net assets$96,655
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240808153029NAL0011046258001
Plan sponsor
Cole Realty Associates, Inc.
EIN
20-5216226
Plan number
001
Location
Blue Ash, 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)$96.7K total assets
Net assets$96.7KLiabilities
Money in vs. money out
Total income / additions$21.6K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$96,655
Net assets (EOY)
$96,655
Total income / additions
$21,588
Net increase / (decrease)
$21,588

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808153029NAL0011046258001 cover?
It is the 2023 Form 5500 filing for Cole Realty Associates, Inc. Profit Sharing Plan, reported by Cole Realty Associates, Inc. (EIN 20-5216226).
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