2023 Form 5500 filing — Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 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 20250207170602NAL0006724451001) for Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan, reported by Owens, Moskowitz And Associates, Inc., Certified Public Accountants under EIN 33-0244756 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250207170602NAL0006724451001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Owens, Moskowitz And Associates, Inc., Certified Public Accountants
- EIN
- 33-0244756
- Plan number
- 001
- Location
- Laguna Niguel, CA
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,390,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,390,197
- Employer contributions
- $49,804
- Participant contributions
- $19,363
- Total income / additions
- $558,011
- Total expenses
- $12,883
- Net increase / (decrease)
- $545,128
- Schedule source
- Schedule I