2023 Form 5500 filing — The Elmer T. Herzog Jewelry, Inc. 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 20241210080038NAL0010020865001) for The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan, reported by Elmer T. Herzog Jewelry, Inc. under EIN 61-0925881 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241210080038NAL0010020865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elmer T. Herzog Jewelry, Inc.
- EIN
- 61-0925881
- Plan number
- 001
- Location
- Fort Mitchell, KY
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,921,286
- Net assets (EOY)
- $3,921,286
- Employer contributions
- $17,465
- Participant contributions
- $27,441
- Total income / additions
- $528,009
- Benefits paid
- $225,000
- Administrative expenses
- $14,790
- Total expenses
- $239,790
- Net increase / (decrease)
- $288,219
- Schedule source
- Schedule I