2023 Form 5500 filing — Scheer Law Group Llp 401(K) Profit Sharing 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 20240723135413NAL0011867521001) for Scheer Law Group Llp 401(K) Profit Sharing Plan & Trust, reported by Scheer Law Group Llp under EIN 73-1655259 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,502,422
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723135413NAL0011867521001
Plan sponsor
Scheer Law Group Llp
EIN
73-1655259
Plan number
001
Location
San Rafael, CA
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$471.9K
Total expenses$14.9K
Benefits paid / distributions$0
Contributions
Employer$44.6K
Participant$77.5K
Full reported line items
Total assets (EOY)
$2,502,422
Total liabilities (EOY)
$0
Net assets (EOY)
$2,502,422
Employer contributions
$44,609
Participant contributions
$77,523
Total income / additions
$471,899
Benefits paid
$0
Administrative expenses
$14,902
Total expenses
$14,902
Net increase / (decrease)
$456,997

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723135413NAL0011867521001 cover?
It is the 2023 Form 5500 filing for Scheer Law Group Llp 401(K) Profit Sharing Plan & Trust, reported by Scheer Law Group Llp (EIN 73-1655259).
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