2023 Form 5500 filing — Mclin & Burnsed, P.A. 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 20240827101217NAL0010474865001) for Mclin & Burnsed, P.A. Profit Sharing Plan, reported by Mclin & Burnsed, P.A. under EIN 59-1275664 and plan number 004. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240827101217NAL0010474865001
Filing year
2023
Form type
2
Plan sponsor
Mclin & Burnsed, P.A.
EIN
59-1275664
Plan number
004
Location
Leesburg, FL
Participants
24
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,761,307
Total liabilities (EOY)
$2
Net assets (EOY)
$3,761,305
Employer contributions
$99,625
Participant contributions
$95,721
Total income / additions
$818,213
Benefits paid
$46,787
Administrative expenses
$7,969
Total expenses
$78,594
Net increase / (decrease)
$739,619
Schedule source
Schedule I

Related Form 5500 pages