2023 Form 5500 filing — Robert E. Ordal, Pllc 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 20240823165719NAL0006592113001) for Robert E. Ordal, Pllc Profit Sharing Plan, reported by Robert E. Ordal, Pllc under EIN 91-1707979 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,437,224
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240823165719NAL0006592113001
Plan sponsor
Robert E. Ordal, Pllc
EIN
91-1707979
Plan number
001
Location
Seattle, WA
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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$254.6K
Total expenses$323K
Benefits paid / distributions$323K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$4,437,224
Total liabilities (EOY)
$0
Net assets (EOY)
$4,437,224
Employer contributions
$0
Participant contributions
$0
Total income / additions
$254,629
Benefits paid
$323,000
Administrative expenses
$0
Total expenses
$323,000
Net increase / (decrease)
-$68,371

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823165719NAL0006592113001 cover?
It is the 2023 Form 5500 filing for Robert E. Ordal, Pllc Profit Sharing Plan, reported by Robert E. Ordal, Pllc (EIN 91-1707979).
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