2023 Form 5500 filing — Fontheim Partners, P.C. And Fontheim International, LLC 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 20241015085106NAL0029060625001) for Fontheim Partners, P.C. And Fontheim International, LLC 401(K) Plan, reported by Fontheim Partners, P.C. under EIN 52-2117724 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,579,637
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015085106NAL0029060625001
Plan sponsor
Fontheim Partners, P.C.
EIN
52-2117724
Plan number
001
Location
Washington, DC
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$198.9K
Total expenses$7.4K
Benefits paid / distributions$1.5K
Contributions
Employer$39.5K
Participant$7.6K
Full reported line items
Total assets (EOY)
$1,579,637
Total liabilities (EOY)
$0
Net assets (EOY)
$1,579,637
Employer contributions
$39,482
Participant contributions
$7,641
Total income / additions
$198,895
Benefits paid
$1,477
Administrative expenses
$5,965
Total expenses
$7,442
Net increase / (decrease)
$191,453

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015085106NAL0029060625001 cover?
It is the 2023 Form 5500 filing for Fontheim Partners, P.C. And Fontheim International, LLC 401(K) Plan, reported by Fontheim Partners, P.C. (EIN 52-2117724).
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