2023 Form 5500 filing — Lil' Wave Financial, 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 20240819160045NAL0000909443001) for Lil' Wave Financial, Inc. 401(K) Plan, reported by Lil' Wave Financial, Inc. under EIN 27-0858575 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240819160045NAL0000909443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lil' Wave Financial, Inc.
- EIN
- 27-0858575
- Plan number
- 001
- Location
- Canoga Park, CA
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,574,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,574,029
- Employer contributions
- $77,999
- Participant contributions
- $133,639
- Total income / additions
- $428,310
- Benefits paid
- $42,486
- Administrative expenses
- $4,826
- Total expenses
- $47,312
- Net increase / (decrease)
- $380,998
- Schedule source
- Schedule I