2023 Form 5500 filing — Craig Schauer, Cpa 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 20240807205417NAL0008884914001) for Craig Schauer, Cpa Profit Sharing Plan, reported by Craig Schauer, Cpa under EIN 95-4305564 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,123,324
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807205417NAL0008884914001
Plan sponsor
Craig Schauer, Cpa
EIN
95-4305564
Plan number
001
Location
Northridge, CA
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$15K
Benefits paid / distributions$0
Contributions
Employer$100.3K
Participant$0
Full reported line items
Total assets (EOY)
$8,123,324
Total liabilities (EOY)
$0
Net assets (EOY)
$8,123,324
Employer contributions
$100,325
Participant contributions
$0
Total income / additions
$1,713,186
Benefits paid
$0
Administrative expenses
$14,972
Total expenses
$14,972
Net increase / (decrease)
$1,698,214

Related Form 5500 pages