2023 Form 5500 filing — Martin A Kitagawa 401(K) Profit Sharing Plan & 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 20240507153603NAL0024834179001) for Martin A Kitagawa 401(K) Profit Sharing Plan & Trust, reported by Martin A Kitagawa under EIN 22-2594550 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$509.4KReported net assets$509,431
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240507153603NAL0024834179001
Plan sponsor
Martin A Kitagawa
EIN
22-2594550
Plan number
001
Location
Deptford, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$509.4K total assets
Net assets$509.4KLiabilities$0
Money in vs. money out
Total income / additions$99.3K
Total expenses$731.3K
Benefits paid / distributions$729.5K
Contributions
Employer$992
Participant$1.2K
Full reported line items
Total assets (EOY)
$509,431
Total liabilities (EOY)
$0
Net assets (EOY)
$509,431
Employer contributions
$992
Participant contributions
$1,191
Total income / additions
$99,337
Benefits paid
$729,550
Administrative expenses
$1,779
Total expenses
$731,329
Net increase / (decrease)
-$631,992

Related Form 5500 pages