2023 Form 5500 filing — Don Farmer Cpa, P.A. 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 20240730144506NAL0020245105005) for Don Farmer Cpa, P.A. 401(K) Profit Sharing Plan & Trust, reported by Don Farmer Cpa, Pa under EIN 56-1418877 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730144506NAL0020245105005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Farmer Cpa, Pa
- EIN
- 56-1418877
- Plan number
- 001
- Location
- Lenoir, NC
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,502,607
- Net assets (EOY)
- $1,502,607
- Employer contributions
- $32,586
- Participant contributions
- $35,500
- Total income / additions
- $238,033
- Benefits paid
- $300,513
- Total expenses
- $300,593
- Net increase / (decrease)
- -$62,560
- Schedule source
- Schedule I