2023 Form 5500 filing — Secrest Watson International, 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 20240710170947NAL0024694144001) for Secrest Watson International, Inc. 401(K) Profit Sharing Plan, reported by Secrest Watson International, Inc. under EIN 94-1657599 and plan number 005. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240710170947NAL0024694144001
Filing year
2023
Form type
2
Plan sponsor
Secrest Watson International, Inc.
EIN
94-1657599
Plan number
005
Location
Danville, CA
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,880,820
Total liabilities (EOY)
$0
Net assets (EOY)
$1,880,820
Employer contributions
$23,974
Participant contributions
$37,887
Total income / additions
$368,250
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$368,250
Schedule source
Schedule I

Related Form 5500 pages