2023 Form 5500 filing — Zivko Psp

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 20240610111043NAL0012470179001) for Zivko Psp, reported by Zivkovic & Associates Real Estate Services, LLC under EIN 20-1674551 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240610111043NAL0012470179001
Filing year
2023
Form type
2
Plan sponsor
Zivkovic & Associates Real Estate Services, LLC
EIN
20-1674551
Plan number
001
Location
Cape Coral, FL
Participants
10
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,639,395
Total liabilities (EOY)
$0
Net assets (EOY)
$5,639,395
Employer contributions
$9,780
Participant contributions
$54,540
Total income / additions
$681,238
Benefits paid
$0
Administrative expenses
$1,575
Total expenses
$1,575
Net increase / (decrease)
$679,663
Schedule source
Schedule I

Related Form 5500 pages