2023 Form 5500 filing — The Powelton Club Of Newburgh 401(K) 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 20241009094506NAL0030845936002) for The Powelton Club Of Newburgh 401(K) Profit Sharing Plan, reported by Powelton Club Of Newburgh under EIN 14-0978520 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$111.5KReported net assets$111,462
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009094506NAL0030845936002
Plan sponsor
Powelton Club Of Newburgh
EIN
14-0978520
Plan number
001
Location
Newburgh, NY
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)$111.5K total assets
Net assets$111.5KLiabilities$21
Money in vs. money out
Total income / additions$62.4K
Total expenses$635
Benefits paid / distributionsNot reported
Contributions
Employer$22.6K
Participant$30.4K
Full reported line items
Total assets (EOY)
$111,483
Total liabilities (EOY)
$21
Net assets (EOY)
$111,462
Employer contributions
$22,566
Participant contributions
$30,351
Total income / additions
$62,428
Administrative expenses
$635
Total expenses
$635
Net increase / (decrease)
$61,793

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009094506NAL0030845936002 cover?
It is the 2023 Form 5500 filing for The Powelton Club Of Newburgh 401(K) Profit Sharing Plan, reported by Powelton Club Of Newburgh (EIN 14-0978520).
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