2023 Form 5500 filing — David Schwenk Financial Retirement 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 20240621134524NAL0003893216001) for David Schwenk Financial Retirement Plan, reported by David Schwenk Financial, Inc. under EIN 46-2437641 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240621134524NAL0003893216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Schwenk Financial, Inc.
- EIN
- 46-2437641
- Plan number
- 001
- Location
- Leesburg, FL
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $504,898
- Net assets (EOY)
- $504,898
- Employer contributions
- $3,836
- Participant contributions
- $20,112
- Total income / additions
- $54,545
- Total expenses
- $0
- Net increase / (decrease)
- $54,545
- Schedule source
- Schedule I