2023 Form 5500 filing — S.S. Papadopulos & Associates, Inc. Employee Stock Ownership 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 20241014210324NAL0027165873001) for S.S. Papadopulos & Associates, Inc. Employee Stock Ownership Plan, reported by S.S. Papadopulos & Associates, Inc. under EIN 52-1161356 and plan number 004. It reports 61 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$1,326,079
Participants61
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014210324NAL0027165873001
Plan sponsor
S.S. Papadopulos & Associates, Inc.
EIN
52-1161356
Plan number
004
Location
Rockville, MD
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$173
Money in vs. money out
Total income / additions$54.2K
Total expenses$21.2K
Benefits paid / distributions$21.2K
Contributions
Employer$21.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,326,252
Total liabilities (EOY)
$173
Net assets (EOY)
$1,326,079
Employer contributions
$21,226
Total income / additions
$54,241
Benefits paid
$21,226
Total expenses
$21,226
Net increase / (decrease)
$33,015

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014210324NAL0027165873001 cover?
It is the 2023 Form 5500 filing for S.S. Papadopulos & Associates, Inc. Employee Stock Ownership Plan, reported by S.S. Papadopulos & Associates, Inc. (EIN 52-1161356).
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