2023 Form 5500 filing — Haynes Beffel & Wolfeld Llp Retirement 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 20241014152853NAL0045096064001) for Haynes Beffel & Wolfeld Llp Retirement Plan And Trust, reported by Haynes Beffel & Wolfeld Llp under EIN 94-3321504 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014152853NAL0045096064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haynes Beffel & Wolfeld Llp
- EIN
- 94-3321504
- Plan number
- 001
- Location
- Half Moon Bay, CA
- Participants
- 25
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,607,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,607,382
- Employer contributions
- $257,950
- Participant contributions
- $162,001
- Total income / additions
- $2,897,780
- Benefits paid
- $780,586
- Administrative expenses
- $1,150
- Total expenses
- $781,736
- Net increase / (decrease)
- $2,116,044
- Schedule source
- Schedule I