2023 Form 5500 filing — Morgan Stanley Smith Barney Vip Plus Profit Sharing 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 20240619110200NAL0003215697001) for Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan, reported by Arboleda Corporation under EIN 95-2197107 and plan number 011. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240619110200NAL0003215697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arboleda Corporation
- EIN
- 95-2197107
- Plan number
- 011
- Location
- Santa Paula, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,962
- Net assets (EOY)
- $104,962
- Employer contributions
- $24,975
- Total income / additions
- $82,847
- Benefits paid
- $476,879
- Total expenses
- $480,288
- Net increase / (decrease)
- -$397,441
- Schedule source
- Schedule I