2023 Form 5500 filing — Xyz Graphics, Inc. 401(K) Profit Sharing 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 20240823124915NAL0006424465001) for Xyz Graphics, Inc. 401(K) Profit Sharing Plan, reported by Xyz Graphics, Inc under EIN 94-3397174 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,141,370
Participants98
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240823124915NAL0006424465001
Plan sponsor
Xyz Graphics, Inc
EIN
94-3397174
Plan number
001
Location
San Francisco, CA
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$150.3K
Participant$860.2K
Full reported line items
Total assets (EOY)
$13,141,370
Total liabilities (EOY)
$0
Net assets (EOY)
$13,141,370
Employer contributions
$150,332
Participant contributions
$860,238
Total income / additions
$3,443,576
Benefits paid
$1,878,102
Administrative expenses
$46,771
Total expenses
$1,924,873
Net increase / (decrease)
$1,518,703

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823124915NAL0006424465001 cover?
It is the 2023 Form 5500 filing for Xyz Graphics, Inc. 401(K) Profit Sharing Plan, reported by Xyz Graphics, Inc (EIN 94-3397174).
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