2023 Form 5500 filing — Mark Vitek Cpa Pa 401k/Ps Pl

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 20240914124505NAL0005791491001) for Mark Vitek Cpa Pa 401k/Ps Pl, reported by Mark Vitek Cpa Pa under EIN 56-1401389 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)$2.3MReported net assets$2,314,362
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240914124505NAL0005791491001
Plan sponsor
Mark Vitek Cpa Pa
EIN
56-1401389
Plan number
001
Location
Raleigh, NC
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)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$272.7K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$54.8K
Participant$78.1K
Full reported line items
Total assets (EOY)
$2,314,362
Net assets (EOY)
$2,314,362
Employer contributions
$54,839
Participant contributions
$78,100
Total income / additions
$272,673
Net increase / (decrease)
$272,673

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240914124505NAL0005791491001 cover?
It is the 2023 Form 5500 filing for Mark Vitek Cpa Pa 401k/Ps Pl, reported by Mark Vitek Cpa Pa (EIN 56-1401389).
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