2023 Form 5500 filing — James Lawyer Law Firm Pc Profit Sharing Plain 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 20251016004724NAL0006073105001) for James Lawyer Law Firm Pc Profit Sharing Plain And Trust, reported by James Lawyer Law Firm Pc under EIN 42-1132273 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20251016004724NAL0006073105001
Filing year
2023
Form type
2
Plan sponsor
James Lawyer Law Firm Pc
EIN
42-1132273
Plan number
001
Location
Urbandale, IA
Participants
13
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,455,262
Net assets (EOY)
$8,455,262
Employer contributions
$23,934
Participant contributions
$157,150
Total income / additions
$1,571,803
Benefits paid
$798,484
Total expenses
$798,484
Net increase / (decrease)
$773,319
Schedule source
Schedule I

Related Form 5500 pages