2023 Form 5500 filing — Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust
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 20241015111509NAL0029368129008) for Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust, reported by Thomas D. Weddell, Cpa, Pc under EIN 75-3147799 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015111509NAL0029368129008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas D. Weddell, Cpa, Pc
- EIN
- 75-3147799
- Plan number
- 001
- Location
- Rock Tavern, NY
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $868,530
- Net assets (EOY)
- $868,530
- Participant contributions
- $41,600
- Total income / additions
- $117,549
- Net increase / (decrease)
- $117,549
- Schedule source
- Schedule I