2023 Form 5500 filing — Stuart, Moore & Staub 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 20241003132111NAL0017750336001) for Stuart, Moore & Staub 401(K) Profit Sharing Plan, reported by Stuart, Moore & Staub, Attorneys At Law under EIN 77-0416146 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,287,836
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003132111NAL0017750336001
Plan sponsor
Stuart, Moore & Staub, Attorneys At Law
EIN
77-0416146
Plan number
002
Location
Fresno, CA
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$204.8K
Total expenses$165K
Benefits paid / distributions$165K
Contributions
Employer$21.6K
Participant$19.5K
Full reported line items
Total assets (EOY)
$1,287,836
Net assets (EOY)
$1,287,836
Employer contributions
$21,623
Participant contributions
$19,500
Total income / additions
$204,757
Benefits paid
$165,022
Total expenses
$165,022
Net increase / (decrease)
$39,735

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003132111NAL0017750336001 cover?
It is the 2023 Form 5500 filing for Stuart, Moore & Staub 401(K) Profit Sharing Plan, reported by Stuart, Moore & Staub, Attorneys At Law (EIN 77-0416146).
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