2023 Form 5500 filing — Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust
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 20240806135136NAL0005778690001) for Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust, reported by Your Planning Partner LLC under EIN 81-1952421 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$141.5KReported net assets$141,467
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240806135136NAL0005778690001
- Plan sponsor
- Your Planning Partner LLC
- EIN
- 81-1952421
- Plan number
- 001
- Location
- Haddonfield, NJ
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$141.5K total assets
Net assets$141.5KLiabilities$0
Full reported line items
- Total assets (EOY)
- $141,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,467
- Employer contributions
- $11,067
- Participant contributions
- $26,547
- Total income / additions
- $57,632
- Benefits paid
- $0
- Administrative expenses
- $60
- Total expenses
- $60
- Net increase / (decrease)
- $57,572