2023 Form 5500 filing — Frank Hajek & Associates Retirement 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 20240826093005NAL0020196562001) for Frank Hajek & Associates Retirement Plan Trust, reported by Frank Hajek & Associates, P.A. Retirement Plan Trust under EIN 52-1913349 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240826093005NAL0020196562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank Hajek & Associates, P.A. Retirement Plan Trust
- EIN
- 52-1913349
- Plan number
- 001
- Location
- Bel Air, MD
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,823,903
- Net assets (EOY)
- $2,823,903
- Employer contributions
- $41,036
- Participant contributions
- $122,527
- Total income / additions
- $483,692
- Benefits paid
- $40,506
- Total expenses
- $40,506
- Net increase / (decrease)
- $443,186
- Schedule source
- Schedule I