2023 Form 5500 filing — Yanowitz Law Firm, Pllc 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 20240827152304NAL0006190419001) for Yanowitz Law Firm, Pllc 401(K) Plan, reported by Yanowitz Law Firm, Pllc under EIN 27-1529898 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)$3.3MReported net assets$3,331,655
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827152304NAL0006190419001
Plan sponsor
Yanowitz Law Firm, Pllc
EIN
27-1529898
Plan number
001
Location
Rochester, MN
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$473K
Total expenses$97.2K
Benefits paid / distributions$97.2K
Contributions
Employer$23.7K
Participant$31.9K
Full reported line items
Total assets (EOY)
$3,331,655
Total liabilities (EOY)
$0
Net assets (EOY)
$3,331,655
Employer contributions
$23,682
Participant contributions
$31,912
Total income / additions
$472,964
Benefits paid
$97,167
Administrative expenses
$25
Total expenses
$97,192
Net increase / (decrease)
$375,772

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827152304NAL0006190419001 cover?
It is the 2023 Form 5500 filing for Yanowitz Law Firm, Pllc 401(K) Plan, reported by Yanowitz Law Firm, Pllc (EIN 27-1529898).
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