2023 Form 5500 filing — Aza Associate 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 20240719101055NAL0010949392001) for Aza Associate 401(K) Plan, reported by Ahmad, Zavitsanos & Mensing, Pllc under EIN 92-1091787 and plan number 004. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,547,627
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719101055NAL0010949392001
Plan sponsor
Ahmad, Zavitsanos & Mensing, Pllc
EIN
92-1091787
Plan number
004
Location
Houston, TX
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$11.8K
Benefits paid / distributions$0
Contributions
Employer$8.2K
Participant$436K
Full reported line items
Total assets (EOY)
$3,547,627
Total liabilities (EOY)
$0
Net assets (EOY)
$3,547,627
Employer contributions
$8,176
Participant contributions
$435,997
Total income / additions
$1,031,917
Benefits paid
$0
Administrative expenses
$11,809
Total expenses
$11,809
Net increase / (decrease)
$1,020,108

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719101055NAL0010949392001 cover?
It is the 2023 Form 5500 filing for Aza Associate 401(K) Plan, reported by Ahmad, Zavitsanos & Mensing, Pllc (EIN 92-1091787).
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