2023 Form 5500 filing — Valentine Cpa Profit Sharing 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 20241008132912NAL0034834066001) for Valentine Cpa Profit Sharing Plan, reported by Valentine Cpa, Pc under EIN 84-1384179 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008132912NAL0034834066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valentine Cpa, Pc
- EIN
- 84-1384179
- Plan number
- 001
- Location
- Layton, UT
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $671,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $671,311
- Employer contributions
- $73,695
- Participant contributions
- $18,423
- Total income / additions
- $124,991
- Administrative expenses
- $2,884
- Total expenses
- $2,884
- Net increase / (decrease)
- $122,107
- Schedule source
- Schedule I