2023 Form 5500 filing — Shapiro & Shimokaji 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 20240703175318NAL0014103906001) for Shapiro & Shimokaji 401(K) Profit Sharing Plan, reported by Michael Shapiro, Md & Gayle Shimokaji, Md under EIN 46-4316070 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240703175318NAL0014103906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael Shapiro, Md & Gayle Shimokaji, Md
- EIN
- 46-4316070
- Plan number
- 002
- Location
- Greenbrae, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,011,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,011,550
- Employer contributions
- $7,275
- Participant contributions
- $60,000
- Total income / additions
- $1,729,016
- Total expenses
- $208,503
- Net increase / (decrease)
- $1,520,513
- Schedule source
- Schedule I