2023 Form 5500 filing — James I. Alfriend Consulting Forester Self-Employed 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 20241025110201NAL0000182850001) for James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan, reported by James I. Alfriend Consulting Forester, LLC under EIN 58-1596462 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,382,822
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241025110201NAL0000182850001
- Plan sponsor
- James I. Alfriend Consulting Forester, LLC
- EIN
- 58-1596462
- Plan number
- 001
- Location
- Thomson, GA
- Received date
- not reported in the loaded dataset
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)$2.6M total assets
Net assets$2.4MLiabilities$205K
Full reported line items
- Total assets (EOY)
- $2,587,822
- Total liabilities (EOY)
- $205,000
- Net assets (EOY)
- $2,382,822
- Employer contributions
- $50,000
- Total income / additions
- $496,122
- Benefits paid
- $276,504
- Total expenses
- $298,359
- Net increase / (decrease)
- $197,763