2023 Form 5500 filing — Paul Mikos, Inc. 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 20240624150007NAL0006571473001) for Paul Mikos, Inc. 401(K) Profit Sharing Plan, reported by Paul Mikos, Inc. under EIN 85-4301012 and plan number 001. 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)$135KReported net assets$134,964
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240624150007NAL0006571473001
Plan sponsor
Paul Mikos, Inc.
EIN
85-4301012
Plan number
001
Location
Franklin, TN
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)$135K total assets
Net assets$135KLiabilities
Money in vs. money out
Total income / additions$85.8K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$250
Full reported line items
Total assets (EOY)
$134,964
Net assets (EOY)
$134,964
Participant contributions
$250
Total income / additions
$85,831
Net increase / (decrease)
$85,831

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624150007NAL0006571473001 cover?
It is the 2023 Form 5500 filing for Paul Mikos, Inc. 401(K) Profit Sharing Plan, reported by Paul Mikos, Inc. (EIN 85-4301012).
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