2023 Form 5500 filing — Treyz Law Group Pc 401(K) Profit Sharing Plan & Trust

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 20240626165443NAL0005542531001) for Treyz Law Group Pc 401(K) Profit Sharing Plan & Trust, reported by Treyz Law Group Pc under EIN 47-3860922 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,477,912
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626165443NAL0005542531001
Plan sponsor
Treyz Law Group Pc
EIN
47-3860922
Plan number
001
Location
Scottsdale, AZ
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$119.4K
Benefits paid / distributions$119.1K
Contributions
Employer$171.7K
Participant$179.7K
Full reported line items
Total assets (EOY)
$5,477,912
Total liabilities (EOY)
$0
Net assets (EOY)
$5,477,912
Employer contributions
$171,732
Participant contributions
$179,687
Total income / additions
$1,245,754
Benefits paid
$119,074
Administrative expenses
$366
Total expenses
$119,440
Net increase / (decrease)
$1,126,314

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626165443NAL0005542531001 cover?
It is the 2023 Form 5500 filing for Treyz Law Group Pc 401(K) Profit Sharing Plan & Trust, reported by Treyz Law Group Pc (EIN 47-3860922).
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