2023 Form 5500 filing — Mason & Associates, Inc. 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 20240801135114NAL0038900640001) for Mason & Associates, Inc. 401(K) Plan, reported by Mason & Associates, Inc. under EIN 82-0429515 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,504,053
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240801135114NAL0038900640001
Plan sponsor
Mason & Associates, Inc.
EIN
82-0429515
Plan number
001
Location
Nampa, ID
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$259.4K
Total expenses$330
Benefits paid / distributions$0
Contributions
Employer$17K
Participant$38.8K
Full reported line items
Total assets (EOY)
$1,504,053
Total liabilities (EOY)
$0
Net assets (EOY)
$1,504,053
Employer contributions
$17,017
Participant contributions
$38,776
Total income / additions
$259,407
Benefits paid
$0
Administrative expenses
$330
Total expenses
$330
Net increase / (decrease)
$259,077

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801135114NAL0038900640001 cover?
It is the 2023 Form 5500 filing for Mason & Associates, Inc. 401(K) Plan, reported by Mason & Associates, Inc. (EIN 82-0429515).
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