2023 Form 5500 filing — Sharon Richens, M.D. Retirement 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 20241007104338NAL0008796931001) for Sharon Richens, M.D. Retirement Plan, reported by Sharon Richens, M.D. Eye Physician And Surgeon under EIN 87-0675814 and plan number 001. It reports 61 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007104338NAL0008796931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharon Richens, M.D. Eye Physician And Surgeon
- EIN
- 87-0675814
- Plan number
- 001
- Location
- St. George, UT
- Participants
- 61
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,716,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,716,010
- Employer contributions
- $121,658
- Participant contributions
- $95,154
- Total income / additions
- $843,768
- Benefits paid
- $903,292
- Administrative expenses
- $0
- Total expenses
- $903,292
- Net increase / (decrease)
- -$59,524
- Schedule source
- Schedule I