2023 Form 5500 filing — Zamler, Mellen & Shiffman 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 20241014160202NAL0015256787008) for Zamler, Mellen & Shiffman Profit Sharing Plan, reported by Zamler, Mellen & Shiffman, P.C. under EIN 38-1903244 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014160202NAL0015256787008
Filing year
2023
Form type
2
Plan sponsor
Zamler, Mellen & Shiffman, P.C.
EIN
38-1903244
Plan number
001
Location
Bingham Farms, MI
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,221,173
Net assets (EOY)
$24,221,173
Total income / additions
$2,303,460
Benefits paid
$1,988,505
Total expenses
$2,113,389
Net increase / (decrease)
$190,071
Schedule source
Schedule I

Related Form 5500 pages