2023 Form 5500 filing — Susan R Sykes 401k 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 20240419090200NAL0007506544002) for Susan R Sykes 401k Plan, reported by Susan Sykes under EIN 26-1479466 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)$1.5MReported net assets$1,457,545
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240419090200NAL0007506544002
Plan sponsor
Susan Sykes
EIN
26-1479466
Plan number
001
Location
Racine, WI
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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$224.8K
Total expenses$2.6K
Benefits paid / distributionsNot reported
Contributions
Employer$14.3K
Participant$15.7K
Full reported line items
Total assets (EOY)
$1,457,545
Net assets (EOY)
$1,457,545
Employer contributions
$14,275
Participant contributions
$15,725
Total income / additions
$224,801
Total expenses
$2,625
Net increase / (decrease)
$222,176

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240419090200NAL0007506544002 cover?
It is the 2023 Form 5500 filing for Susan R Sykes 401k Plan, reported by Susan Sykes (EIN 26-1479466).
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