2023 Form 5500 filing — Lubna-Shah Educational Services, Inc. 401(K) 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 20241015084437NAL0048531184001) for Lubna-Shah Educational Services, Inc. 401(K) Plan, reported by Lubna-Shah Educational Services, Inc. under EIN 82-4346953 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$107KReported net assets$106,992
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015084437NAL0048531184001
Plan sponsor
Lubna-Shah Educational Services, Inc.
EIN
82-4346953
Plan number
001
Location
Pflugerville, TX
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)$107K total assets
Net assets$107KLiabilities$0
Money in vs. money out
Total income / additions$25.7K
Total expenses$7.6K
Benefits paid / distributions$7.6K
Contributions
Employer$5.5K
Participant$5.8K
Full reported line items
Total assets (EOY)
$106,992
Total liabilities (EOY)
$0
Net assets (EOY)
$106,992
Employer contributions
$5,461
Participant contributions
$5,787
Total income / additions
$25,654
Benefits paid
$7,640
Administrative expenses
$0
Total expenses
$7,640
Net increase / (decrease)
$18,014

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084437NAL0048531184001 cover?
It is the 2023 Form 5500 filing for Lubna-Shah Educational Services, Inc. 401(K) Plan, reported by Lubna-Shah Educational Services, Inc. (EIN 82-4346953).
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