Jeong & Lizardi, P.C. 401(K) Plan — Form 5500 plan (Jeong & Lizardi, P.C.)
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, Jeong & Lizardi, P.C. 401(K) Plan is a benefit plan reported by Jeong & Lizardi, P.C. under EIN 86-0434407 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $2,215,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeong & Lizardi, P.C.
- EIN
- 86-0434407
- Plan number
- 001
- Plan type
- 2
- Location
- Nogales, AZ
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $2,215,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240621112929NAL0003624560001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,215,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,215,000
- Net assets (BOY)
- $2,129,653
Income & contributions
- Employer contributions
- $20,444
- Participant contributions
- $39,625
- Total income / additions
- $527,916
Expenses & distributions
- Benefits paid
- $426,533
- Administrative expenses
- $16,036
- Total expenses
- $442,569
- Net increase / (decrease)
- $85,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.