2023 Form 5500 filing — Payzer, LLC 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 20241217141211NAL0001489075001) for Payzer, LLC 401(K) Profit Sharing Plan And Trust, reported by Payzer, LLC under EIN 45-4513694 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,357,036
Participants159
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241217141211NAL0001489075001
Plan sponsor
Payzer, LLC
EIN
45-4513694
Plan number
001
Location
Charlotte, NC
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$398.4K
Benefits paid / distributions$370.4K
Contributions
Employer$35.2K
Participant$623.8K
Full reported line items
Total assets (EOY)
$3,357,036
Total liabilities (EOY)
$0
Net assets (EOY)
$3,357,036
Employer contributions
$35,200
Participant contributions
$623,843
Total income / additions
$1,516,156
Benefits paid
$370,375
Administrative expenses
$25,077
Total expenses
$398,435
Net increase / (decrease)
$1,117,721

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241217141211NAL0001489075001 cover?
It is the 2023 Form 5500 filing for Payzer, LLC 401(K) Profit Sharing Plan And Trust, reported by Payzer, LLC (EIN 45-4513694).
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