2023 Form 5500 filing — Schmocker Investments, 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 20241011152214NAL0039277472001) for Schmocker Investments, Inc. Retirement Plan, reported by Schmocker Investments, Inc. under EIN 87-2263203 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011152214NAL0039277472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schmocker Investments, Inc.
- EIN
- 87-2263203
- Plan number
- 001
- Location
- Watertown, WI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,000
- Net assets (EOY)
- $125,000
- Total income / additions
- $25,000
- Total expenses
- $0
- Net increase / (decrease)
- $25,000
- Schedule source
- Schedule I