2023 Form 5500 filing — Pieper O'Brien Herr Architects Ltd. Tax Deferred 401k Savings 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 20240520122648NAL0001354785001) for Pieper O'Brien Herr Architects Ltd. Tax Deferred 401k Savings Plan, reported by Pieper O'Brien Herr Architects under EIN 58-1735682 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,714,658
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520122648NAL0001354785001
Plan sponsor
Pieper O'Brien Herr Architects
EIN
58-1735682
Plan number
001
Location
Alpharetta, GA
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$145.5K
Benefits paid / distributions$138K
Contributions
Employer$29.8K
Participant$307.8K
Full reported line items
Total assets (EOY)
$6,714,658
Total liabilities (EOY)
$0
Net assets (EOY)
$6,714,658
Employer contributions
$29,812
Participant contributions
$307,761
Total income / additions
$1,456,582
Benefits paid
$137,977
Administrative expenses
$7,527
Total expenses
$145,504
Net increase / (decrease)
$1,311,078

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520122648NAL0001354785001 cover?
It is the 2023 Form 5500 filing for Pieper O'Brien Herr Architects Ltd. Tax Deferred 401k Savings Plan, reported by Pieper O'Brien Herr Architects (EIN 58-1735682).
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