2023 Form 5500 filing — Amende & Schultz, Inc. Money Purchase Pension 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 20240521120242NAL0005296290001) for Amende & Schultz, Inc. Money Purchase Pension Plan, reported by Amende & Schultz, Inc. under EIN 95-2455965 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240521120242NAL0005296290001
Filing year
2023
Form type
2
Plan sponsor
Amende & Schultz, Inc.
EIN
95-2455965
Plan number
002
Location
South Pasadena, CA
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,002,043
Net assets (EOY)
$3,002,043
Employer contributions
$93,351
Total income / additions
$273,982
Benefits paid
$23,242
Total expenses
$23,242
Net increase / (decrease)
$250,740
Schedule source
Schedule I

Related Form 5500 pages