Frank Hajek & Associates Retirement Plan Trust — Form 5500 plan (Frank Hajek & Associates, P.A. Retirement Plan Trust)
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, Frank Hajek & Associates Retirement Plan Trust is a benefit plan reported by Frank Hajek & Associates, P.A. Retirement Plan Trust under EIN 52-1913349 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,823,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank Hajek & Associates, P.A. Retirement Plan Trust
- EIN
- 52-1913349
- Plan number
- 001
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,823,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240826093005NAL0020196562001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,823,903
- Net assets (EOY)
- $2,823,903
- Net assets (BOY)
- $2,380,717
Income & contributions
- Employer contributions
- $41,036
- Participant contributions
- $122,527
- Total income / additions
- $483,692
Expenses & distributions
- Benefits paid
- $40,506
- Total expenses
- $40,506
- Net increase / (decrease)
- $443,186
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.