2023 Form 5500 filing — James A. Sweet, Cpa Keogh 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 20240824122530NAL0007584305001) for James A. Sweet, Cpa Keogh Plan, reported by James A. Sweet, Cpa under EIN 39-1244219 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240824122530NAL0007584305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James A. Sweet, Cpa
- EIN
- 39-1244219
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,020,766
- Net assets (EOY)
- $2,020,766
- Employer contributions
- $28,122
- Total income / additions
- $170,048
- Benefits paid
- $214,320
- Total expenses
- $214,320
- Net increase / (decrease)
- -$44,272
- Schedule source
- Schedule I