2023 Form 5500 filing — Tax Mam, Inc. Profit Sharing 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 20250210131201NAL0018174033001) for Tax Mam, Inc. Profit Sharing Plan, reported by Tax Mam Inc. under EIN 94-2827796 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250210131201NAL0018174033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tax Mam Inc.
- EIN
- 94-2827796
- Plan number
- 001
- Location
- Cupertino, CA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,136,115
- Net assets (EOY)
- $5,136,115
- Employer contributions
- $76,828
- Total income / additions
- $1,042,627
- Benefits paid
- $40,000
- Total expenses
- $40,000
- Net increase / (decrease)
- $1,002,627
- Schedule source
- Schedule I