2023 Form 5500 filing — Sommer Udall Law Firm 401(K) 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 20240404214609NAL0020801616001) for Sommer Udall Law Firm 401(K) Profit Sharing Plan, reported by Sommer Udall Law Firm, P.A. under EIN 85-0216342 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240404214609NAL0020801616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sommer Udall Law Firm, P.A.
- EIN
- 85-0216342
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,467,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,467,514
- Employer contributions
- $322,451
- Participant contributions
- $160,005
- Total income / additions
- $1,736,015
- Benefits paid
- $1,430,883
- Administrative expenses
- $0
- Total expenses
- $1,459,803
- Net increase / (decrease)
- $276,212
- Schedule source
- Schedule I