2023 Form 5500 filing — Schwabe And Associates Cpa'S Pllc Employees 401(K) Plan Dtd. 01-01-10
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 20240212091506NAL0009762593001) for Schwabe And Associates Cpa'S Pllc Employees 401(K) Plan Dtd. 01-01-10, reported by Schwabe And Associates, Cpas, Pllc under EIN 27-1252982 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240212091506NAL0009762593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schwabe And Associates, Cpas, Pllc
- EIN
- 27-1252982
- Plan number
- 001
- Location
- Ponca City, OK
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $700,162
- Net assets (EOY)
- $700,162
- Employer contributions
- $6,915
- Participant contributions
- $31,125
- Total income / additions
- $131,078
- Benefits paid
- $2,590
- Total expenses
- $2,590
- Net increase / (decrease)
- $128,488
- Schedule source
- Schedule I