2023 Form 5500 filing — Robert E Gilpin Cpa Inc 401k 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 20240129170317NAL0038559538001) for Robert E Gilpin Cpa Inc 401k Profit Sharing Plan, reported by Robert E Gilpin Cpa Inc under EIN 20-1312588 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240129170317NAL0038559538001
Filing year
2023
Form type
2
Plan sponsor
Robert E Gilpin Cpa Inc
EIN
20-1312588
Plan number
001
Location
Auburn, CA
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,232,966
Total liabilities (EOY)
$54
Net assets (EOY)
$1,232,912
Employer contributions
$69,872
Participant contributions
$44,350
Total income / additions
$164,324
Administrative expenses
$250
Total expenses
$10,332
Net increase / (decrease)
$153,992
Schedule source
Schedule I

Related Form 5500 pages