2023 Form 5500 filing — Aztec Shops, Ltd. Retirement 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 20250225154113NAL0010606769001) for Aztec Shops, Ltd. Retirement Plan, reported by Aztec Shops, Ltd. under EIN 95-0516240 and plan number 002. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,834,852
Participants380
Provider compensation$56.1K2 Schedule C row(s)$56,083
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250225154113NAL0010606769001
Plan sponsor
Aztec Shops, Ltd.
EIN
95-0516240
Plan number
002
Location
San Diego, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$925K
Total expenses$234.3K
Benefits paid / distributions$178.2K
Contributions
Employer$84.7K
Participant$278.7K
Full reported line items
Total assets (EOY)
$4,834,852
Total liabilities (EOY)
$0
Net assets (EOY)
$4,834,852
Employer contributions
$84,674
Participant contributions
$278,705
Total income / additions
$924,973
Benefits paid
$178,248
Administrative expenses
$56,083
Total expenses
$234,331
Net increase / (decrease)
$690,642
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $40.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $15.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250225154113NAL0010606769001 cover?
It is the 2023 Form 5500 filing for Aztec Shops, Ltd. Retirement Plan, reported by Aztec Shops, Ltd. (EIN 95-0516240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages