2023 Form 5500 filing — Joseph A. Walheim & Associates Profit Sharing & Retirement 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 20241011100200NAL0043885202001) for Joseph A. Walheim & Associates Profit Sharing & Retirement Plan, reported by Joseph A. Walheim & Associates under EIN 23-2874745 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011100200NAL0043885202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joseph A. Walheim & Associates
- EIN
- 23-2874745
- Plan number
- 001
- Location
- Havertown, PA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,654,737
- Net assets (EOY)
- $3,654,737
- Employer contributions
- $20,000
- Total income / additions
- $566,101
- Benefits paid
- $183,624
- Administrative expenses
- $18,049
- Total expenses
- $201,673
- Net increase / (decrease)
- $364,428
- Schedule source
- Schedule I