2023 Form 5500 filing — Arguello Family Investments Inc 401k 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 20241014113426NAL0027162945001) for Arguello Family Investments Inc 401k Profit Sharing Plan, reported by Arguello Family Investments Inc under EIN 85-2221135 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$160.8KReported net assets$160,752
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014113426NAL0027162945001
Plan sponsor
Arguello Family Investments Inc
EIN
85-2221135
Plan number
001
Location
Charlotte, NC
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)$160.8K total assets
Net assets$160.8KLiabilities
Money in vs. money out
Total income / additions$160.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$160,752
Net assets (EOY)
$160,752
Total income / additions
$160,646
Total expenses
$0
Net increase / (decrease)
$160,646

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014113426NAL0027162945001 cover?
It is the 2023 Form 5500 filing for Arguello Family Investments Inc 401k Profit Sharing Plan, reported by Arguello Family Investments Inc (EIN 85-2221135).
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