2023 Form 5500 filing — Fitzsimons Law Group, Ltd Money Purchase Pension 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 20240717121234NAL0004001633002) for Fitzsimons Law Group, Ltd Money Purchase Pension Plan, reported by Fitzsimons Law Group Ltd under EIN 46-1531828 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,221,355
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717121234NAL0004001633002
Plan sponsor
Fitzsimons Law Group Ltd
EIN
46-1531828
Plan number
001
Location
Northbrook, IL
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)$2.2M total assets
Net assets$2.2MLiabilities
Money in vs. money out
Total income / additions$396.7K
Total expenses$2.6K
Benefits paid / distributions$2.6K
Contributions
Employer$29.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,221,355
Net assets (EOY)
$2,221,355
Employer contributions
$29,124
Total income / additions
$396,747
Benefits paid
$2,588
Total expenses
$2,588
Net increase / (decrease)
$394,159

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717121234NAL0004001633002 cover?
It is the 2023 Form 5500 filing for Fitzsimons Law Group, Ltd Money Purchase Pension Plan, reported by Fitzsimons Law Group Ltd (EIN 46-1531828).
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