2023 Form 5500 filing — Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution 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 20241014220200NAL0027229649001) for Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution Plan, reported by Van Hanh Nguyen-Cpa, Inc. under EIN 47-2990736 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,178,189
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014220200NAL0027229649001
Plan sponsor
Van Hanh Nguyen-Cpa, Inc.
EIN
47-2990736
Plan number
001
Location
Oakland, 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)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$217.3K
Total expenses$20K
Benefits paid / distributions$20K
Contributions
Employer$11.6K
Participant$106K
Full reported line items
Total assets (EOY)
$1,178,189
Net assets (EOY)
$1,178,189
Employer contributions
$11,620
Participant contributions
$106,000
Total income / additions
$217,279
Benefits paid
$20,000
Total expenses
$20,012
Net increase / (decrease)
$197,267

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014220200NAL0027229649001 cover?
It is the 2023 Form 5500 filing for Van-Hanh Nguyen-Cpa, Inc. 401-K Plan Defined Contribution Plan, reported by Van Hanh Nguyen-Cpa, Inc. (EIN 47-2990736).
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