2023 Form 5500 filing — Dreyfous & Associates 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 20240328195649NAL0007676850001) for Dreyfous & Associates Retirement Plan, reported by A New Vision In Educational Service And Materials, Inc. under EIN 66-0503349 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$197.5KReported net assets$197,459
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240328195649NAL0007676850001
Plan sponsor
A New Vision In Educational Service And Materials, Inc.
EIN
66-0503349
Plan number
001
Location
Caguas, PR
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.

Reported balance (end of year)$197.5K total assets
Net assets$197.5KLiabilities
Money in vs. money out
Total income / additions$108.2K
Total expenses$12.9K
Benefits paid / distributions$10.2K
Contributions
Employer$16.6K
Participant$72.2K
Full reported line items
Total assets (EOY)
$197,459
Net assets (EOY)
$197,459
Employer contributions
$16,641
Participant contributions
$72,166
Total income / additions
$108,181
Benefits paid
$10,158
Total expenses
$12,949
Net increase / (decrease)
$95,232

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240328195649NAL0007676850001 cover?
It is the 2023 Form 5500 filing for Dreyfous & Associates Retirement Plan, reported by A New Vision In Educational Service And Materials, Inc. (EIN 66-0503349).
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