2023 Form 5500 filing — Barry Morguelan, M.D., Pc Pension 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 20241007122952NAL0027419600001) for Barry Morguelan, M.D., Pc Pension Plan, reported by Energy For Success Institute Ltd. under EIN 81-4880202 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007122952NAL0027419600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy For Success Institute Ltd.
- EIN
- 81-4880202
- Plan number
- 001
- Location
- Monterey Park, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,085,148
- Net assets (EOY)
- $1,085,148
- Total income / additions
- $111,499
- Benefits paid
- $42,206
- Total expenses
- $51,331
- Net increase / (decrease)
- $60,168
- Schedule source
- Schedule I