2023 Form 5500 filing — Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.
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 20240704151610NAL0017090898001) for Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co., reported by Joseph N Tseng under EIN 38-2095879 and plan number 005. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240704151610NAL0017090898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joseph N Tseng
- EIN
- 38-2095879
- Plan number
- 005
- Location
- Westland, MI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,926,134
- Net assets (EOY)
- $1,926,134
- Employer contributions
- $13,106
- Participant contributions
- $4,491
- Total income / additions
- $568,936
- Benefits paid
- $54,000
- Total expenses
- $54,000
- Net increase / (decrease)
- $514,936
- Schedule source
- Schedule I