2023 Form 5500 filing — Rene R. Acuna, D.O. 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 20240828171237NAL0012069857001) for Rene R. Acuna, D.O. Profit Sharing Plan, reported by Rene R. Acuna, D.O. under EIN 74-2429216 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$305KReported net assets$305,015
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828171237NAL0012069857001
Plan sponsor
Rene R. Acuna, D.O.
EIN
74-2429216
Plan number
001
Location
Portland, TX
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)$305K total assets
Net assets$305KLiabilities
Money in vs. money out
Total income / additions$96
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$305,015
Net assets (EOY)
$305,015
Employer contributions
$0
Participant contributions
$0
Total income / additions
$96
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$96

Related Form 5500 pages