2023 Form 5500 filing — Secure Investing Partners LLC Esop 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 20241014211056NAL0028291457001) for Secure Investing Partners LLC Esop Plan, reported by Secure Investing Partners LLC under EIN 93-3386887 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$80.7KReported net assets$80,667
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014211056NAL0028291457001
Plan sponsor
Secure Investing Partners LLC
EIN
93-3386887
Plan number
001
Location
Mesa, AZ
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)$80.7K total assets
Net assets$80.7KLiabilities
Money in vs. money out
Total income / additions$60.7K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$80,667
Net assets (EOY)
$80,667
Total income / additions
$60,667
Total expenses
$0
Net increase / (decrease)
$60,667

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014211056NAL0028291457001 cover?
It is the 2023 Form 5500 filing for Secure Investing Partners LLC Esop Plan, reported by Secure Investing Partners LLC (EIN 93-3386887).
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