2023 Form 5500 filing — King & Frisch, P.C. 401(K) Profit Sharing 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 20240924103218NAL0004616963001) for King & Frisch, P.C. 401(K) Profit Sharing Plan, reported by King & Frisch, P.C. under EIN 86-0410677 and plan number 003. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,230,230
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924103218NAL0004616963001
Plan sponsor
King & Frisch, P.C.
EIN
86-0410677
Plan number
003
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)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$439.2K
Total expenses$84K
Benefits paid / distributions$84K
Contributions
Employer$8.2K
Participant$2K
Full reported line items
Total assets (EOY)
$3,230,230
Net assets (EOY)
$3,230,230
Employer contributions
$8,184
Participant contributions
$2,028
Total income / additions
$439,217
Benefits paid
$84,032
Total expenses
$84,032
Net increase / (decrease)
$355,185

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924103218NAL0004616963001 cover?
It is the 2023 Form 5500 filing for King & Frisch, P.C. 401(K) Profit Sharing Plan, reported by King & Frisch, P.C. (EIN 86-0410677).
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