2023 Form 5500 filing — Matthew C Barnhart Fa 401(K) Profit Sharing 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 20240508101612NAL0014978611001) for Matthew C Barnhart Fa 401(K) Profit Sharing Plan, reported by Matthew C Barnhart Fa under EIN 87-3779650 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$343.2KReported net assets$343,201
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240508101612NAL0014978611001
Plan sponsor
Matthew C Barnhart Fa
EIN
87-3779650
Plan number
001
Location
San Diego, 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)$343.2K total assets
Net assets$343.2KLiabilities$0
Money in vs. money out
Total income / additions$181.2K
Total expenses$9.7K
Benefits paid / distributions$9.7K
Contributions
Employer$89.8K
Participant$35.4K
Full reported line items
Total assets (EOY)
$343,201
Total liabilities (EOY)
$0
Net assets (EOY)
$343,201
Employer contributions
$89,785
Participant contributions
$35,444
Total income / additions
$181,152
Benefits paid
$9,650
Administrative expenses
$0
Total expenses
$9,650
Net increase / (decrease)
$171,502

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240508101612NAL0014978611001 cover?
It is the 2023 Form 5500 filing for Matthew C Barnhart Fa 401(K) Profit Sharing Plan, reported by Matthew C Barnhart Fa (EIN 87-3779650).
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