2023 Form 5500 filing — Krieg Lohbeck & Co Cpa'S, LLC 401-K 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 20240711170200NAL0016632177005) for Krieg Lohbeck & Co Cpa'S, LLC 401-K Plan, reported by Krieg Lohbeck & Co Cpa'S, LLC under EIN 20-4910669 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$351.1KReported net assets$351,109
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711170200NAL0016632177005
Plan sponsor
Krieg Lohbeck & Co Cpa'S, LLC
EIN
20-4910669
Plan number
001
Location
Fenton, MO
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)$351.1K total assets
Net assets$351.1KLiabilities
Money in vs. money out
Total income / additions$101.3K
Total expenses$6.5K
Benefits paid / distributions$6.5K
Contributions
Employer$11K
Participant$27.8K
Full reported line items
Total assets (EOY)
$351,109
Net assets (EOY)
$351,109
Employer contributions
$11,039
Participant contributions
$27,755
Total income / additions
$101,276
Benefits paid
$6,544
Total expenses
$6,544
Net increase / (decrease)
$94,732

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711170200NAL0016632177005 cover?
It is the 2023 Form 5500 filing for Krieg Lohbeck & Co Cpa'S, LLC 401-K Plan, reported by Krieg Lohbeck & Co Cpa'S, LLC (EIN 20-4910669).
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