2023 Form 5500 filing — Summer Dawn Wellness, Inc. 401(K) 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 20240701161607NAL0005699376001) for Summer Dawn Wellness, Inc. 401(K) Profit Sharing Plan, reported by Summer Dawn Wellness, Inc. under EIN 92-2494586 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240701161607NAL0005699376001
Filing year
2023
Form type
2
Plan sponsor
Summer Dawn Wellness, Inc.
EIN
92-2494586
Plan number
001
Location
Milford, OH
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$221,211
Total liabilities (EOY)
$0
Net assets (EOY)
$221,211
Employer contributions
$0
Participant contributions
$0
Total income / additions
$221,236
Benefits paid
$0
Administrative expenses
$0
Total expenses
$25
Net increase / (decrease)
$221,211
Schedule source
Schedule I

Related Form 5500 pages