2023 Form 5500 filing — Roger Sipe Cpa Firm 401(K) Retirement Savings 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 20241025224642NAL0000580481001) for Roger Sipe Cpa Firm 401(K) Retirement Savings Plan, reported by Roger Sipe Cpa Firm, LLC under EIN 20-8232577 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241025224642NAL0000580481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roger Sipe Cpa Firm, LLC
- EIN
- 20-8232577
- Plan number
- 001
- Location
- Huntington, IN
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,564
- Net assets (EOY)
- $20,564
- Total income / additions
- $0
- Benefits paid
- $648,762
- Total expenses
- $648,762
- Net increase / (decrease)
- -$648,762
- Schedule source
- Schedule I