2023 Form 5500 filing — Fitzwater And Dean, P.L.C. 401(K) 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 20241010141911NAL0021212545005) for Fitzwater And Dean, P.L.C. 401(K) Plan, reported by Fitzwater And Dean, P.L.C. under EIN 54-1810155 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,113,046
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010141911NAL0021212545005
Plan sponsor
Fitzwater And Dean, P.L.C.
EIN
54-1810155
Plan number
001
Location
Woodbridge, VA
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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$527.3K
Benefits paid / distributions$518.9K
Contributions
Employer$102.7K
Participant$250.1K
Full reported line items
Total assets (EOY)
$5,113,046
Net assets (EOY)
$5,113,046
Employer contributions
$102,665
Participant contributions
$250,093
Total income / additions
$1,044,745
Benefits paid
$518,900
Administrative expenses
$8,402
Total expenses
$527,302
Net increase / (decrease)
$517,443

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010141911NAL0021212545005 cover?
It is the 2023 Form 5500 filing for Fitzwater And Dean, P.L.C. 401(K) Plan, reported by Fitzwater And Dean, P.L.C. (EIN 54-1810155).
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