2023 Form 5500 filing — Young And Borlik Architects In 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 20240522164300NAL0001957123001) for Young And Borlik Architects In 401(K) Profit Sharing Plan & Trust, reported by Young And Borlik Architects In under EIN 94-3397357 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240522164300NAL0001957123001
Filing year
2023
Form type
2
Plan sponsor
Young And Borlik Architects In
EIN
94-3397357
Plan number
001
Location
Los Altos, CA
Participants
19
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,163,996
Total liabilities (EOY)
$0
Net assets (EOY)
$4,163,996
Employer contributions
$55,463
Participant contributions
$140,887
Total income / additions
$944,275
Benefits paid
$0
Administrative expenses
$14,220
Total expenses
$14,220
Net increase / (decrease)
$930,055
Schedule source
Schedule I

Related Form 5500 pages