2023 Form 5500 filing — Identity Financial, Inc. 401(K) 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 20241021150007NAL0002098320001) for Identity Financial, Inc. 401(K) Profit Sharing Plan, reported by Identity Financial, Inc. under EIN 22-3933027 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241021150007NAL0002098320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Identity Financial, Inc.
- EIN
- 22-3933027
- Plan number
- 001
- Location
- Richmond, TX
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,438,717
- Total liabilities (EOY)
- $30,000
- Net assets (EOY)
- $1,408,717
- Employer contributions
- $2,929
- Participant contributions
- $90,071
- Total income / additions
- $205,537
- Administrative expenses
- $908
- Total expenses
- $908
- Net increase / (decrease)
- $204,629
- Schedule source
- Schedule I