2023 Form 5500 filing — Shoun Bach 401(K) 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 20240530115446NAL0013353857001) for Shoun Bach 401(K) Plan, reported by Shoun Bach under EIN 54-0994824 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,566,181
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240530115446NAL0013353857001
Plan sponsor
Shoun Bach
EIN
54-0994824
Plan number
001
Location
Fairfax, VA
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$132.8K
Benefits paid / distributions$132.7K
Contributions
Employer$83.1K
Participant$136K
Full reported line items
Total assets (EOY)
$5,566,181
Total liabilities (EOY)
$0
Net assets (EOY)
$5,566,181
Employer contributions
$83,142
Participant contributions
$135,963
Total income / additions
$1,291,073
Benefits paid
$132,730
Administrative expenses
$100
Total expenses
$132,830
Net increase / (decrease)
$1,158,243

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240530115446NAL0013353857001 cover?
It is the 2023 Form 5500 filing for Shoun Bach 401(K) Plan, reported by Shoun Bach (EIN 54-0994824).
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