2023 Form 5500 filing — Money Purchase 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 20240606180200NAL0022709345002) for Money Purchase Plan, reported by Alex W. Tom under EIN 77-0333145 and plan number 005. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240606180200NAL0022709345002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alex W. Tom
- EIN
- 77-0333145
- Plan number
- 005
- Location
- Hillsborough, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,535,256
- Net assets (EOY)
- $3,535,256
- Employer contributions
- $20,499
- Total income / additions
- $1,026,073
- Net increase / (decrease)
- $1,026,073
- Schedule source
- Schedule I