2023 Form 5500 filing — Plaza Associates, Inc. 401(K) 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 20240717110447NAL0009028882001) for Plaza Associates, Inc. 401(K) Retirement Plan, reported by Plaza Associates, Inc. under EIN 56-0813414 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,770,159
Participants166
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717110447NAL0009028882001
Plan sponsor
Plaza Associates, Inc.
EIN
56-0813414
Plan number
001
Location
Raleigh, NC
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$114.7K
Benefits paid / distributions$85.4K
Contributions
Employer$87.9K
Participant$262.3K
Full reported line items
Total assets (EOY)
$4,770,159
Total liabilities (EOY)
$0
Net assets (EOY)
$4,770,159
Employer contributions
$87,861
Participant contributions
$262,250
Total income / additions
$1,016,787
Benefits paid
$85,419
Administrative expenses
$29,319
Total expenses
$114,738
Net increase / (decrease)
$902,049

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717110447NAL0009028882001 cover?
It is the 2023 Form 5500 filing for Plaza Associates, Inc. 401(K) Retirement Plan, reported by Plaza Associates, Inc. (EIN 56-0813414).
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