2023 Form 5500 filing — Kay Stephens Md 401k 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 20241011113357NAL0043503666001) for Kay Stephens Md 401k Profit Sharing Plan, reported by Kay Stephens Md under EIN 68-0364792 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011113357NAL0043503666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kay Stephens Md
- EIN
- 68-0364792
- Plan number
- 001
- Location
- Red Bluff, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,924,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,924,568
- Employer contributions
- $52,451
- Participant contributions
- $7,500
- Total income / additions
- $281,849
- Administrative expenses
- $23,070
- Total expenses
- $23,726
- Net increase / (decrease)
- $258,123
- Schedule source
- Schedule I