2023 Form 5500 filing — Frazer, Ryan, Goldberg & Arnold, L. L. P. 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 20240517085339NAL0052102673001) for Frazer, Ryan, Goldberg & Arnold, L. L. P. 401(K) Profit Sharing Plan, reported by Frazer, Ryan, Goldberg & Arnold, L.L.P. under EIN 86-0712299 and plan number 001. It reports 68 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,163,122
Participants68
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517085339NAL0052102673001
Plan sponsor
Frazer, Ryan, Goldberg & Arnold, L.L.P.
EIN
86-0712299
Plan number
001
Location
Phoenix, AZ
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)$10.2M total assets
Net assets$10.2MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$466.7K
Benefits paid / distributions$427K
Contributions
Employer$479.7K
Participant$442.5K
Full reported line items
Total assets (EOY)
$10,163,122
Net assets (EOY)
$10,163,122
Employer contributions
$479,654
Participant contributions
$442,517
Total income / additions
$2,208,467
Benefits paid
$427,000
Administrative expenses
$38,226
Total expenses
$466,679
Net increase / (decrease)
$1,741,788

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517085339NAL0052102673001 cover?
It is the 2023 Form 5500 filing for Frazer, Ryan, Goldberg & Arnold, L. L. P. 401(K) Profit Sharing Plan, reported by Frazer, Ryan, Goldberg & Arnold, L.L.P. (EIN 86-0712299).
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