2023 Form 5500 filing — Sizemore 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 20250207114054NAL0013727329001) for Sizemore Inc. 401(K) Plan, reported by Sizemore Inc. under EIN 82-1899866 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$163.8KReported net assets$163,806
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250207114054NAL0013727329001
Plan sponsor
Sizemore Inc.
EIN
82-1899866
Plan number
001
Location
Tomball, 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)$163.8K total assets
Net assets$163.8KLiabilities
Money in vs. money out
Total income / additions$24.6K
Total expenses$75
Benefits paid / distributions$0
Contributions
Employer$1.7K
Participant$1.7K
Full reported line items
Total assets (EOY)
$163,806
Net assets (EOY)
$163,806
Employer contributions
$1,737
Participant contributions
$1,748
Total income / additions
$24,556
Benefits paid
$0
Administrative expenses
$0
Total expenses
$75
Net increase / (decrease)
$24,481

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250207114054NAL0013727329001 cover?
It is the 2023 Form 5500 filing for Sizemore Inc. 401(K) Plan, reported by Sizemore Inc. (EIN 82-1899866).
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