2023 Form 5500 filing — Masterwriter Inc 401(K) Profit Sharing Plan & 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 20240507085928NAL0025341089001) for Masterwriter Inc 401(K) Profit Sharing Plan & Trust, reported by Masterwriter Inc under EIN 03-0508269 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$241.8KReported net assets$241,804
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240507085928NAL0025341089001
Plan sponsor
Masterwriter Inc
EIN
03-0508269
Plan number
001
Location
Santa Barbara, 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.

Reported balance (end of year)$241.8K total assets
Net assets$241.8KLiabilities$0
Money in vs. money out
Total income / additions$113K
Total expenses$23K
Benefits paid / distributions$20.5K
Contributions
Employer$44.1K
Participant$48.7K
Full reported line items
Total assets (EOY)
$241,804
Total liabilities (EOY)
$0
Net assets (EOY)
$241,804
Employer contributions
$44,069
Participant contributions
$48,660
Total income / additions
$112,987
Benefits paid
$20,475
Administrative expenses
$2,566
Total expenses
$23,041
Net increase / (decrease)
$89,946

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240507085928NAL0025341089001 cover?
It is the 2023 Form 5500 filing for Masterwriter Inc 401(K) Profit Sharing Plan & Trust, reported by Masterwriter Inc (EIN 03-0508269).
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