2023 Form 5500 filing — James L. Stan Attorney-Cpa Money Purchase Plan And 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 20240923141444NAL0011449713001) for James L. Stan Attorney-Cpa Money Purchase Plan And Trust, reported by James L. Stan Attorney-Cpa under EIN 35-1660941 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240923141444NAL0011449713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James L. Stan Attorney-Cpa
- EIN
- 35-1660941
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,193,137
- Total liabilities (EOY)
- $299
- Net assets (EOY)
- $3,192,838
- Employer contributions
- $21,521
- Participant contributions
- $0
- Total income / additions
- $1,317,988
- Benefits paid
- $0
- Administrative expenses
- $2,183
- Total expenses
- $2,183
- Net increase / (decrease)
- $1,315,805
- Schedule source
- Schedule I