2023 Form 5500 filing — Defined Contribution Money Purchase Retirement Plan For Employees

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 20250408142106NAL0010047203002) for Defined Contribution Money Purchase Retirement Plan For Employees, reported by Frank Lloyd Wright Trust under EIN 23-7414937 and plan number 001. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250408142106NAL0010047203002
Filing year
2023
Form type
2
Plan sponsor
Frank Lloyd Wright Trust
EIN
23-7414937
Plan number
001
Location
Bellwood, IL
Participants
82
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,871,522
Net assets (EOY)
$4,871,522
Employer contributions
$26,568
Participant contributions
$123,845
Total income / additions
$770,756
Benefits paid
$374,864
Total expenses
$374,864
Net increase / (decrease)
$395,892
Schedule source
Schedule I

Related Form 5500 pages