2023 Form 5500 filing — Tre And Amy Inc. Retirement 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 20240808104405NAL0008440416001) for Tre And Amy Inc. Retirement Plan, reported by Tre And Amy Inc. under EIN 45-3037703 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240808104405NAL0008440416001
Filing year
2023
Form type
2
Plan sponsor
Tre And Amy Inc.
EIN
45-3037703
Plan number
001
Location
Fort Myers Beach, FL
Participants
7
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$2,329
Benefits paid
$172,482
Administrative expenses
$653
Total expenses
$173,135
Net increase / (decrease)
-$175,464
Schedule source
Schedule I

Related Form 5500 pages