Azizi & Associates Retirement Plan — Form 5500 plan (Azizi & Associates, Inc.)
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, Azizi & Associates Retirement Plan is a benefit plan reported by Azizi & Associates, Inc. under EIN 82-4991097 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $222,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azizi & Associates, Inc.
- EIN
- 82-4991097
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhorn, NE
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $222,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240806150336NAL0004259360001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $222,050
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $222,032
- Net assets (BOY)
- $211,186
Income & contributions
- Employer contributions
- $1,287
- Participant contributions
- $1,288
- Total income / additions
- $10,904
Expenses & distributions
- Administrative expenses
- $58
- Total expenses
- $58
- Net increase / (decrease)
- $10,846
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.