Joseph Tseng Self-Employed Money Purchase Fidelity Plan — Form 5500 plan (Joseph N Tseng)
Plain-English plan 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, Joseph Tseng Self-Employed Money Purchase Fidelity Plan is a benefit plan reported by Joseph N Tseng under EIN 38-2095879 and plan number 004. The latest loaded filing year is 2023. The filing reports 1 participants and $1,063,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph N Tseng
- EIN
- 38-2095879
- Plan number
- 004
- Plan type
- 2
- Location
- Westland, MI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,063,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240704144124NAL0005228355001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,063,948
- Net assets (EOY)
- $1,063,948
- Net assets (BOY)
- $773,997
Income & contributions
- Total income / additions
- $321,951
Expenses & distributions
- Benefits paid
- $32,000
- Total expenses
- $32,000
- Net increase / (decrease)
- $289,951
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.