2023 Form 5500 filing — Spierer, Woodward, Corbalis & Golberg A P.C.401(K) 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 20240711194207NAL0025903184001) for Spierer, Woodward, Corbalis & Golberg A P.C.401(K) Plan & Trust, reported by Spierer, Woodward, Corbalis, & Goldberg, A P.C. under EIN 95-3633443 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240711194207NAL0025903184001
Filing year
2023
Form type
2
Plan sponsor
Spierer, Woodward, Corbalis, & Goldberg, A P.C.
EIN
95-3633443
Plan number
001
Location
Redondo Beach, CA
Participants
30
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,825,311
Total liabilities (EOY)
$0
Net assets (EOY)
$5,825,311
Employer contributions
$29,211
Participant contributions
$61,631
Total income / additions
$942,304
Benefits paid
$35,705
Administrative expenses
$31,014
Total expenses
$66,719
Net increase / (decrease)
$875,585
Schedule source
Schedule I

Related Form 5500 pages