2023 Form 5500 filing — Richard Mccallister, A Sole Proprietor 401k 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 20241014121532NAL0014905571001) for Richard Mccallister, A Sole Proprietor 401k Plan, reported by Palos Verdes Practice Management, LLC under EIN 92-2884459 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014121532NAL0014905571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palos Verdes Practice Management, LLC
- EIN
- 92-2884459
- Plan number
- 001
- Location
- Rancho Palos Verdes, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,817,448
- Net assets (EOY)
- $2,817,448
- Employer contributions
- $58,997
- Participant contributions
- $32,968
- Total income / additions
- $476,575
- Total expenses
- $1,339
- Net increase / (decrease)
- $475,236
- Schedule source
- Schedule I