2023 Form 5500 filing — David A Vasquez Profit Sharing Plan & Trust

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 20240902171200NAL0029508912001) for David A Vasquez Profit Sharing Plan & Trust, reported by Law Offices Of David A Vasquez Pc under EIN 86-0780633 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,097,275
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240902171200NAL0029508912001
Plan sponsor
Law Offices Of David A Vasquez Pc
EIN
86-0780633
Plan number
001
Location
Tucson, AZ
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)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$153.9K
Total expenses$85.5K
Benefits paid / distributions$85.5K
Full reported line items
Total assets (EOY)
$1,097,275
Net assets (EOY)
$1,097,275
Total income / additions
$153,893
Benefits paid
$85,500
Total expenses
$85,500
Net increase / (decrease)
$68,393

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240902171200NAL0029508912001 cover?
It is the 2023 Form 5500 filing for David A Vasquez Profit Sharing Plan & Trust, reported by Law Offices Of David A Vasquez Pc (EIN 86-0780633).
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