2023 Form 5500 filing — Gary J. Rosenbaum, M.D. Retirement Plan & Trust
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 20240916103509NAL0002581408004) for Gary J. Rosenbaum, M.D. Retirement Plan & Trust, reported by Gary J. Rosenbaum, M.D., P.A. under EIN 65-0720597 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240916103509NAL0002581408004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary J. Rosenbaum, M.D., P.A.
- EIN
- 65-0720597
- Plan number
- 002
- Location
- Miami Beach, FL
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,793,045
- Net assets (EOY)
- $2,793,045
- Employer contributions
- $96,262
- Participant contributions
- $60,600
- Total income / additions
- $622,632
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $622,632
- Schedule source
- Schedule I