2023 Form 5500 filing — Robert J. Anderson, M.D., P.A. 401k 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 20240821151939NAL0006447040001) for Robert J. Anderson, M.D., P.A. 401k Profit Sharing Plan, reported by Robert J. Anderson, M.D., P.A. under EIN 20-1811709 and plan number 002. 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)$112.7KReported net assets$112,677
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821151939NAL0006447040001
Plan sponsor
Robert J. Anderson, M.D., P.A.
EIN
20-1811709
Plan number
002
Location
Jupiter, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$112.7K total assets
Net assets$112.7KLiabilities$0
Money in vs. money out
Total income / additions$21.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$14.7K
Participant$0
Full reported line items
Total assets (EOY)
$112,677
Total liabilities (EOY)
$0
Net assets (EOY)
$112,677
Employer contributions
$14,677
Participant contributions
$0
Total income / additions
$21,318
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$21,318

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821151939NAL0006447040001 cover?
It is the 2023 Form 5500 filing for Robert J. Anderson, M.D., P.A. 401k Profit Sharing Plan, reported by Robert J. Anderson, M.D., P.A. (EIN 20-1811709).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages