2023 Form 5500 filing — Mainstone & Associates 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 20240930053553NAL0008905152001) for Mainstone & Associates Inc. Retirement Plan, reported by Mainstone & Associates Inc. under EIN 87-3570342 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930053553NAL0008905152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mainstone & Associates Inc.
- EIN
- 87-3570342
- Plan number
- 001
- Location
- The Villages, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,375
- Net assets (EOY)
- $31,375
- Total income / additions
- $14,013
- Total expenses
- $0
- Net increase / (decrease)
- $14,013
- Schedule source
- Schedule I