2023 Form 5500 filing — Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust
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 20250228123747NAL0001973506001) for Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust, reported by Daniel S Natchez & Associates, Inc. under EIN 13-3190422 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250228123747NAL0001973506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel S Natchez & Associates, Inc.
- EIN
- 13-3190422
- Plan number
- 002
- Location
- Mamaroneck, NY
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,078,671
- Net assets (EOY)
- $1,078,671
- Total income / additions
- $203,557
- Benefits paid
- $67,398
- Total expenses
- $67,487
- Net increase / (decrease)
- $136,070
- Schedule source
- Schedule I