2023 Form 5500 filing — Blanco, Ordonez And Wallace, 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 20240726133123NAL0016036705001) for Blanco, Ordonez And Wallace, P.C. 401(K) Plan, reported by Blanco Ordonez Mata & Wechsler, P.C under EIN 38-3756619 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,576,167
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726133123NAL0016036705001
Plan sponsor
Blanco Ordonez Mata & Wechsler, P.C
EIN
38-3756619
Plan number
001
Location
El Paso, 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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$764.1K
Total expenses$73.5K
Benefits paid / distributions$33.2K
Contributions
Employer$85K
Participant$115.9K
Full reported line items
Total assets (EOY)
$3,576,167
Net assets (EOY)
$3,576,167
Employer contributions
$85,000
Participant contributions
$115,935
Total income / additions
$764,107
Benefits paid
$33,244
Administrative expenses
$40,208
Total expenses
$73,452
Net increase / (decrease)
$690,655

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726133123NAL0016036705001 cover?
It is the 2023 Form 5500 filing for Blanco, Ordonez And Wallace, P.C. 401(K) Plan, reported by Blanco Ordonez Mata & Wechsler, P.C (EIN 38-3756619).
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