2023 Form 5500 filing — Walter J Pikul Prototype 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 20250924141631NAL0008260096001) for Walter J Pikul Prototype Retirement Plan, reported by Walter J Pikul Mba Cpa Cfp under EIN 56-1233954 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250924141631NAL0008260096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walter J Pikul Mba Cpa Cfp
- EIN
- 56-1233954
- Plan number
- 001
- Location
- Fayetteville, NC
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,428,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,428,488
- Employer contributions
- $23,388
- Participant contributions
- $19,566
- Total income / additions
- $735,575
- Benefits paid
- $94,526
- Administrative expenses
- $0
- Total expenses
- $94,526
- Net increase / (decrease)
- $641,049
- Schedule source
- Schedule I