2023 Form 5500 filing — Robert A. Mecum, M.D., Inc. 401(K) Safe Harbor 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 20241006174344NAL0014252945001) for Robert A. Mecum, M.D., Inc. 401(K) Safe Harbor Profit Sharing Plan, reported by Robert A. Mecum, M.D., Inc. under EIN 95-4832541 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241006174344NAL0014252945001
Filing year
2023
Form type
2
Plan sponsor
Robert A. Mecum, M.D., Inc.
EIN
95-4832541
Plan number
002
Location
San Marino, CA
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,973,738
Net assets (EOY)
$10,973,738
Employer contributions
$88,018
Participant contributions
$60,000
Total income / additions
$1,770,313
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,770,313
Schedule source
Schedule I

Related Form 5500 pages