2023 Form 5500 filing — Ghansen Investments Retirement 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 20240701120515NAL0002765843001) for Ghansen Investments Retirement Plan, reported by Ghansen Investments under EIN 87-3106014 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240701120515NAL0002765843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ghansen Investments
- EIN
- 87-3106014
- Plan number
- 001
- Location
- Sebastopol, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,431,720
- Net assets (EOY)
- $1,431,720
- Total income / additions
- $367,998
- Total expenses
- $0
- Net increase / (decrease)
- $367,998
- Schedule source
- Schedule I