2023 Form 5500 filing — Sharer Petree Brotz And Snyder Cpa 401(K) 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 20240905115833NAL0038666640001) for Sharer Petree Brotz And Snyder Cpa 401(K) Plan, reported by Sharer Petree Brotz & Snyder under EIN 22-2944613 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240905115833NAL0038666640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharer Petree Brotz & Snyder
- EIN
- 22-2944613
- Plan number
- 002
- Location
- Voorhees, NJ
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,541,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,541,592
- Employer contributions
- $11,185
- Participant contributions
- $35,873
- Total income / additions
- $866,598
- Benefits paid
- $75,000
- Administrative expenses
- $0
- Total expenses
- $77,886
- Net increase / (decrease)
- $788,712
- Schedule source
- Schedule I