2023 Form 5500 filing — Melodie Phillips, Md, LLC 401k 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 20240723180200NAL0026624514001) for Melodie Phillips, Md, LLC 401k Plan, reported by Melodie Phillips, M.D., LLC under EIN 26-2361539 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240723180200NAL0026624514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Melodie Phillips, M.D., LLC
- EIN
- 26-2361539
- Plan number
- 001
- Location
- Fairlawn, OH
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $512,841
- Net assets (EOY)
- $512,841
- Employer contributions
- $11,196
- Participant contributions
- $15,983
- Total income / additions
- $60,244
- Net increase / (decrease)
- $60,244
- Schedule source
- Schedule I