2023 Form 5500 filing — Do Le And Company, Certified Public Accountant Retirement 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 20241014164659NAL0026751921003) for Do Le And Company, Certified Public Accountant Retirement Plan, reported by Do Le And Company, Certified Public Accountant under EIN 51-0538813 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$202.7KReported net assets$202,732
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014164659NAL0026751921003
Plan sponsor
Do Le And Company, Certified Public Accountant
EIN
51-0538813
Plan number
002
Location
San Jose, 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)$202.7K total assets
Net assets$202.7KLiabilities
Money in vs. money out
Total income / additions$30.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$22.1K
Participant$0
Full reported line items
Total assets (EOY)
$202,732
Net assets (EOY)
$202,732
Employer contributions
$22,134
Participant contributions
$0
Total income / additions
$30,314
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$30,314

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014164659NAL0026751921003 cover?
It is the 2023 Form 5500 filing for Do Le And Company, Certified Public Accountant Retirement Plan, reported by Do Le And Company, Certified Public Accountant (EIN 51-0538813).
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