Van Hanh Nguyen-Cpa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Van Hanh Nguyen-Cpa, Inc. (EIN 47-2990736) is a plan sponsor located in Oakland, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-2990736
Location
Oakland, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Van Hanh Nguyen-Cpa, Inc.

  • 1 loaded plans hold $1.2M in reported assets.
  • The largest, Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,178,189
Total reported assets$1.2M$1,178,189
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities
Contributions & income
Employer contributions$11.6K
Participant contributions$106K
Total income / additions$217.3K
Expenses & distributions
Benefits paid / distributions$20K
Total expenses$20K
Net increase / (decrease)$197.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution Plan
Participants per plan6Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Van Hanh Nguyen-Cpa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution Plan6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Van Hanh Nguyen-Cpa, Inc. report on Form 5500?
Van Hanh Nguyen-Cpa, Inc. (EIN 47-2990736) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Van Hanh Nguyen-Cpa, Inc.?
The Employer Identification Number (EIN) reported for Van Hanh Nguyen-Cpa, Inc. is 47-2990736.
What is the latest Form 5500 filing year for Van Hanh Nguyen-Cpa, Inc.?
The latest loaded Form 5500 filing year for Van Hanh Nguyen-Cpa, Inc. is 2023.

Related Form 5500 pages