2023 Form 5500 filing — Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust
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 20240910115339NAL0003481827001) for Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust, reported by Professional Financial Consultants, Inc. under EIN 36-3129684 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240910115339NAL0003481827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Financial Consultants, Inc.
- EIN
- 36-3129684
- Plan number
- 001
- Location
- Palatine, IL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,505
- Net assets (EOY)
- $196,505
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,038
- Benefits paid
- $11,000
- Administrative expenses
- $0
- Total expenses
- $11,000
- Net increase / (decrease)
- -$6,962
- Schedule source
- Schedule I