2023 Form 5500 filing — Fazios, P.C. Defined Benefit Pension 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 20250203100428NAL0006621873001) for Fazios, P.C. Defined Benefit Pension Plan, reported by Fazios, P.C. under EIN 73-1632659 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$6,018,275
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250203100428NAL0006621873001
Plan sponsor
Fazios, P.C.
EIN
73-1632659
Plan number
001
Location
Chandler, AZ
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)$6.3M total assets
Net assets$6MLiabilities$319.8K
Money in vs. money out
Total income / additions$1.3M
Total expenses$122.9K
Benefits paid / distributions$19K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$6,338,101
Total liabilities (EOY)
$319,826
Net assets (EOY)
$6,018,275
Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,251,203
Benefits paid
$18,987
Administrative expenses
$103,950
Total expenses
$122,937
Net increase / (decrease)
$1,128,266

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203100428NAL0006621873001 cover?
It is the 2023 Form 5500 filing for Fazios, P.C. Defined Benefit Pension Plan, reported by Fazios, P.C. (EIN 73-1632659).
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