2023 Form 5500 filing — Joseph Tseng Self-Employed Money Purchase Fidelity 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 20240704144124NAL0005228355001) for Joseph Tseng Self-Employed Money Purchase Fidelity Plan, reported by Joseph N Tseng under EIN 38-2095879 and plan number 004. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240704144124NAL0005228355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joseph N Tseng
- EIN
- 38-2095879
- Plan number
- 004
- Location
- Westland, MI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,063,948
- Net assets (EOY)
- $1,063,948
- Total income / additions
- $321,951
- Benefits paid
- $32,000
- Total expenses
- $32,000
- Net increase / (decrease)
- $289,951
- Schedule source
- Schedule I