2023 Form 5500 filing — Alexander Kopp, M.D., P.C. 401(K) Profit Sharing 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 20240222115436NAL0006640706001) for Alexander Kopp, M.D., P.C. 401(K) Profit Sharing Plan, reported by Alexander Kopp, M.D., P.C. under EIN 04-3535793 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,854,435
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240222115436NAL0006640706001
Plan sponsor
Alexander Kopp, M.D., P.C.
EIN
04-3535793
Plan number
001
Location
Newton Lower Falls, MA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$410.8K
Total expenses$27.9K
Benefits paid / distributions$8.8K
Contributions
Employer$77.5K
Participant$63.6K
Full reported line items
Total assets (EOY)
$2,854,435
Net assets (EOY)
$2,854,435
Employer contributions
$77,505
Participant contributions
$63,589
Total income / additions
$410,798
Benefits paid
$8,846
Administrative expenses
$19,021
Total expenses
$27,867
Net increase / (decrease)
$382,931

Related Form 5500 pages