2023 Form 5500 filing — Self Employed Retirement Plan For Thomas Lease
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 20240930160200NAL0010529200001) for Self Employed Retirement Plan For Thomas Lease, reported by Thomas Lease under EIN 61-0893370 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930160200NAL0010529200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Lease
- EIN
- 61-0893370
- Plan number
- 001
- Location
- Estero, FL
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $38,498
- Benefits paid
- $691,229
- Total expenses
- $694,080
- Net increase / (decrease)
- -$655,582
- Schedule source
- Schedule I