2023 Form 5500 filing — James M. Weiss, M.D. 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 20240710151614NAL0023161280001) for James M. Weiss, M.D. Profit Sharing Plan, reported by James M. Weiss, M.D. under EIN 52-1993256 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,814,794
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710151614NAL0023161280001
Plan sponsor
James M. Weiss, M.D.
EIN
52-1993256
Plan number
002
Location
Germantown, MD
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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$188.2K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$66.9K
Participant$0
Full reported line items
Total assets (EOY)
$1,814,794
Total liabilities (EOY)
$0
Net assets (EOY)
$1,814,794
Employer contributions
$66,890
Participant contributions
$0
Total income / additions
$188,186
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$188,186

Related Form 5500 pages