2023 Form 5500 filing — Mirau, Edwards, Cannon, Lewin & Tooke 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 20240604070659NAL0019246225001) for Mirau, Edwards, Cannon, Lewin & Tooke 401(K) Profit Sharing Plan, reported by Mirau, Edwards, Cannon, Lewin & Tooke under EIN 82-4551588 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240604070659NAL0019246225001
Filing year
2023
Form type
2
Plan sponsor
Mirau, Edwards, Cannon, Lewin & Tooke
EIN
82-4551588
Plan number
001
Location
Redlands, CA
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,219,385
Total liabilities (EOY)
$0
Net assets (EOY)
$13,219,385
Employer contributions
$27,149
Participant contributions
$112,615
Total income / additions
$1,768,512
Benefits paid
$1,982,671
Total expenses
$1,982,671
Net increase / (decrease)
-$214,159
Schedule source
Schedule I

Related Form 5500 pages