2023 Form 5500 filing — Self-Employed Persons Retirement Plan Of Halley Newland

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 20240603150007NAL0018346625001) for Self-Employed Persons Retirement Plan Of Halley Newland, reported by Halley Newland under EIN 34-0861578 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240603150007NAL0018346625001
Plan sponsor
Halley Newland
EIN
34-0861578
Plan number
002
Location
Bridgeport, OH
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.

Money in vs. money out
Total income / additions$17.3K
Total expenses$183.4K
Benefits paid / distributions$183.4K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$17,330
Benefits paid
$183,400
Total expenses
$183,400
Net increase / (decrease)
-$166,070

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240603150007NAL0018346625001 cover?
It is the 2023 Form 5500 filing for Self-Employed Persons Retirement Plan Of Halley Newland, reported by Halley Newland (EIN 34-0861578).
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