2023 Form 5500 filing — Eckerson Investment, 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 20250320192139NAL0012108848001) for Eckerson Investment, Inc. Profit Sharing Plan, reported by Eckerson Investment, Inc. under EIN 27-0961219 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250320192139NAL0012108848001
Plan sponsor
Eckerson Investment, Inc.
EIN
27-0961219
Plan number
001
Location
Woodway, TX
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.

Money in vs. money out
Total income / additions-$67.5K
Total expenses$3.6K
Benefits paid / distributions$3.6K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$67,495
Benefits paid
$3,612
Total expenses
$3,612
Net increase / (decrease)
-$71,107

Related Form 5500 pages