2023 Form 5500 filing — Essex Obg Profit Share
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 20240603153959NAL0039119170001) for Essex Obg Profit Share, reported by Jane S Lee under EIN 22-3451255 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240603153959NAL0039119170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jane S Lee
- EIN
- 22-3451255
- Plan number
- 001
- Location
- Arroyo Grande, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,684,202
- Net assets (EOY)
- $1,684,202
- Total income / additions
- $281,611
- Administrative expenses
- $110
- Total expenses
- $110
- Net increase / (decrease)
- $281,501
- Schedule source
- Schedule I