2023 Form 5500 filing — Liz Mondloch Enterprises Inc. Pension Transfer Trust 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 20241002185858NAL0009324641001) for Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan, reported by Liz Mondloch Enterprises, Inc. under EIN 46-2028620 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)$394KReported net assets$393,986
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002185858NAL0009324641001
Plan sponsor
Liz Mondloch Enterprises, Inc.
EIN
46-2028620
Plan number
001
Location
West Des Moines, IA
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)$394K total assets
Net assets$394KLiabilities
Money in vs. money out
Total income / additions$4.8K
Total expenses$10
Benefits paid / distributionsNot reported
Contributions
Employer$4.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$393,986
Net assets (EOY)
$393,986
Employer contributions
$4,286
Total income / additions
$4,820
Administrative expenses
$10
Total expenses
$10
Net increase / (decrease)
$4,810

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002185858NAL0009324641001 cover?
It is the 2023 Form 5500 filing for Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan, reported by Liz Mondloch Enterprises, Inc. (EIN 46-2028620).
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