2023 Form 5500 filing — Ausdal Financial Partners Inc 401(K) Profit Sharing Plan & 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 20250212105600NAL0011516643001) for Ausdal Financial Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Ausdal Financial Partners Inc under EIN 42-1129623 and plan number 001. It reports 35 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$3,390,462
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250212105600NAL0011516643001
Plan sponsor
Ausdal Financial Partners Inc
EIN
42-1129623
Plan number
001
Location
Davenport, IA
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$810.5K
Total expenses$281.7K
Benefits paid / distributions$281.1K
Contributions
Employer$107.9K
Participant$283.8K
Full reported line items
Total assets (EOY)
$3,390,462
Total liabilities (EOY)
$0
Net assets (EOY)
$3,390,462
Employer contributions
$107,907
Participant contributions
$283,821
Total income / additions
$810,480
Benefits paid
$281,123
Administrative expenses
$535
Total expenses
$281,658
Net increase / (decrease)
$528,822

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250212105600NAL0011516643001 cover?
It is the 2023 Form 5500 filing for Ausdal Financial Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Ausdal Financial Partners Inc (EIN 42-1129623).
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