2023 Form 5500 filing — David Hockney Self Employed 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 20241014214759NAL0015581107003) for David Hockney Self Employed Retirement Plan, reported by David Hockney under EIN 95-3400432 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,685,608
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014214759NAL0015581107003
Plan sponsor
David Hockney
EIN
95-3400432
Plan number
001
Location
Los Angeles, 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)$3.7M total assets
Net assets$3.7MLiabilities
Money in vs. money out
Total income / additions$579.1K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$286K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,685,608
Net assets (EOY)
$3,685,608
Employer contributions
$286,049
Total income / additions
$579,082
Benefits paid
$1,450,715
Administrative expenses
$6,323
Total expenses
$1,457,038
Net increase / (decrease)
-$877,956

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014214759NAL0015581107003 cover?
It is the 2023 Form 5500 filing for David Hockney Self Employed Retirement Plan, reported by David Hockney (EIN 95-3400432).
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