2023 Form 5500 filing — Ajz Investment Group, LLC Retirement Savings 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 20240627083906NAL0020720626001) for Ajz Investment Group, LLC Retirement Savings Plan, reported by Ajz Investment Group, LLC under EIN 47-2789778 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240627083906NAL0020720626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ajz Investment Group, LLC
- EIN
- 47-2789778
- Plan number
- 001
- Location
- Winter Garden, FL
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,889,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,889,218
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $62,287
- Benefits paid
- $472,000
- Administrative expenses
- $51,374
- Total expenses
- $523,374
- Net increase / (decrease)
- -$461,087
- Schedule source
- Schedule I