2023 Form 5500 filing — Seter & Vander Wall, P.C. 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 20240719161313NAL0012608496001) for Seter & Vander Wall, P.C. 401(K) Plan, reported by Seter & Vander Wall, P.C. under EIN 84-1583240 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,026,045
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719161313NAL0012608496001
Plan sponsor
Seter & Vander Wall, P.C.
EIN
84-1583240
Plan number
001
Location
Greenwood Village, CO
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)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$432.1K
Total expenses$320
Benefits paid / distributions$26
Contributions
Employer$42.1K
Participant$131.4K
Full reported line items
Total assets (EOY)
$2,026,045
Total liabilities (EOY)
$0
Net assets (EOY)
$2,026,045
Employer contributions
$42,052
Participant contributions
$131,361
Total income / additions
$432,050
Benefits paid
$26
Administrative expenses
$294
Total expenses
$320
Net increase / (decrease)
$431,730

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719161313NAL0012608496001 cover?
It is the 2023 Form 5500 filing for Seter & Vander Wall, P.C. 401(K) Plan, reported by Seter & Vander Wall, P.C. (EIN 84-1583240).
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