2023 Form 5500 filing — Iwana Retirement 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 20240116165525NAL0001634850001) for Iwana Retirement Plan, reported by Iwana, Inc. under EIN 46-2659190 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240116165525NAL0001634850001
Plan sponsor
Iwana, Inc.
EIN
46-2659190
Plan number
001
Location
Danville, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions-$17.5K
Total expenses$604.1K
Benefits paid / distributions$604K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$17,495
Benefits paid
$604,012
Administrative expenses
$40
Total expenses
$604,052
Net increase / (decrease)
-$621,547

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240116165525NAL0001634850001 cover?
It is the 2023 Form 5500 filing for Iwana Retirement Plan, reported by Iwana, Inc. (EIN 46-2659190).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages