2023 Form 5500 filing — Fred T. Polacek 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 20240820151027NAL0004412688001) for Fred T. Polacek 401(K) Plan, reported by The Law Offices Of Fred T. Polacek, Esq. under EIN 05-0502004 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,099,190
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820151027NAL0004412688001
Plan sponsor
The Law Offices Of Fred T. Polacek, Esq.
EIN
05-0502004
Plan number
001
Location
Providence, RI
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$370.5K
Total expenses$6.8K
Benefits paid / distributions$2.7K
Contributions
Employer$65.5K
Participant$0
Full reported line items
Total assets (EOY)
$2,099,190
Total liabilities (EOY)
$0
Net assets (EOY)
$2,099,190
Employer contributions
$65,544
Participant contributions
$0
Total income / additions
$370,495
Benefits paid
$2,732
Administrative expenses
$4,029
Total expenses
$6,761
Net increase / (decrease)
$363,734

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820151027NAL0004412688001 cover?
It is the 2023 Form 5500 filing for Fred T. Polacek 401(K) Plan, reported by The Law Offices Of Fred T. Polacek, Esq. (EIN 05-0502004).
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