2023 Form 5500 filing — Erickson & Whitaker Pc Employee Retirement 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 20240923224644NAL0012131233001) for Erickson & Whitaker Pc Employee Retirement Plan, reported by Erickson & Whitaker Pc under EIN 83-0701994 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.1MReported net assets$6,062,706
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923224644NAL0012131233001
Plan sponsor
Erickson & Whitaker Pc
EIN
83-0701994
Plan number
001
Location
Henderson, NV
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)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$661.5K
Total expenses$486K
Benefits paid / distributions$482.9K
Contributions
Employer$16.6K
Participant$27.9K
Full reported line items
Total assets (EOY)
$6,062,706
Total liabilities (EOY)
$0
Net assets (EOY)
$6,062,706
Employer contributions
$16,609
Participant contributions
$27,935
Total income / additions
$661,521
Benefits paid
$482,885
Administrative expenses
$3,143
Total expenses
$486,028
Net increase / (decrease)
$175,493

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923224644NAL0012131233001 cover?
It is the 2023 Form 5500 filing for Erickson & Whitaker Pc Employee Retirement Plan, reported by Erickson & Whitaker Pc (EIN 83-0701994).
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