2023 Form 5500 filing — Mcpherson Goodrich Paolucci & Mihelich 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 20240930170008NAL0002781635001) for Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan, reported by Mcpherson, Goodrich, Paolucci & Mihelich, Pc under EIN 84-0628988 and plan number 002. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930170008NAL0002781635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcpherson, Goodrich, Paolucci & Mihelich, Pc
- EIN
- 84-0628988
- Plan number
- 002
- Location
- Pueblo, CO
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,641,001
- Net assets (EOY)
- $12,641,001
- Employer contributions
- $111,719
- Participant contributions
- $189,924
- Total income / additions
- $2,796,256
- Benefits paid
- $91,141
- Total expenses
- $91,141
- Net increase / (decrease)
- $2,705,115
- Schedule source
- Schedule I