2023 Form 5500 filing — A J. Dwoskin & Associates, Inc. Employee 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 20241013103302NAL0012389843001) for A J. Dwoskin & Associates, Inc. Employee 401(K) Plan, reported by A J. Dwoskin & Associates, Inc. under EIN 54-1013098 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$13,012,392
Participants156
Provider compensation$30.9K2 Schedule C row(s)$30,886
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013103302NAL0012389843001
Plan sponsor
A J. Dwoskin & Associates, Inc.
EIN
54-1013098
Plan number
001
Location
Fairfax, 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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$438.4K
Benefits paid / distributions$402.7K
Contributions
Employer$374.7K
Participant$776.3K
Full reported line items
Total assets (EOY)
$13,012,392
Total liabilities (EOY)
$0
Net assets (EOY)
$13,012,392
Employer contributions
$374,719
Participant contributions
$776,309
Total income / additions
$3,030,190
Benefits paid
$402,695
Administrative expenses
$30,886
Total expenses
$438,423
Net increase / (decrease)
$2,591,767
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $27.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013103302NAL0012389843001 cover?
It is the 2023 Form 5500 filing for A J. Dwoskin & Associates, Inc. Employee 401(K) Plan, reported by A J. Dwoskin & Associates, Inc. (EIN 54-1013098).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages