2023 Form 5500 filing — Michael Kalus Md Profit Sharing & 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 20241003104506NAL0010426401002) for Michael Kalus Md Profit Sharing & 401k Plan, reported by Michael Kalus Md under EIN 34-1590638 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$3,030,463
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003104506NAL0010426401002
Plan sponsor
Michael Kalus Md
EIN
34-1590638
Plan number
001
Location
Warrensville Hts, OH
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)$3M total assets
Net assets$3MLiabilities
Money in vs. money out
Total income / additions$305.3K
Total expenses$176.1K
Benefits paid / distributions$176.1K
Contributions
Employer$15.7K
Participant$43K
Full reported line items
Total assets (EOY)
$3,030,463
Net assets (EOY)
$3,030,463
Employer contributions
$15,748
Participant contributions
$42,974
Total income / additions
$305,275
Benefits paid
$176,074
Total expenses
$176,074
Net increase / (decrease)
$129,201

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003104506NAL0010426401002 cover?
It is the 2023 Form 5500 filing for Michael Kalus Md Profit Sharing & 401k Plan, reported by Michael Kalus Md (EIN 34-1590638).
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