2023 Form 5500 filing — Carlson West Povondra Architects, Inc. Employee Stock Ownership 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 20240830142543NAL0027005616001) for Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan, reported by Carlson West Povondra Architects, Inc. under EIN 47-0708410 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,908,944
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240830142543NAL0027005616001
Plan sponsor
Carlson West Povondra Architects, Inc.
EIN
47-0708410
Plan number
002
Location
Omaha, NE
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)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$282.8K
Total expenses$40.6K
Benefits paid / distributions$40.4K
Contributions
Employer$219.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,908,944
Net assets (EOY)
$1,908,944
Employer contributions
$219,400
Total income / additions
$282,816
Benefits paid
$40,435
Administrative expenses
$170
Total expenses
$40,605
Net increase / (decrease)
$242,211

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830142543NAL0027005616001 cover?
It is the 2023 Form 5500 filing for Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan, reported by Carlson West Povondra Architects, Inc. (EIN 47-0708410).
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