2023 Form 5500 filing — Ashwani Bhardwaj, M.D., Inc. Defined Benefit 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 20241012123225NAL0013318515001) for Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan, reported by Ashwani Bhardwaj, M.D., Inc. under EIN 46-1762680 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)$5.2MReported net assets$5,175,081
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241012123225NAL0013318515001
Plan sponsor
Ashwani Bhardwaj, M.D., Inc.
EIN
46-1762680
Plan number
001
Location
Calabasas, CA
Received date
not reported in the loaded dataset
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)$5.2M total assets
Net assets$5.2MLiabilities
Money in vs. money out
Total income / additions$846.5K
Total expenses$30.5K
Benefits paid / distributionsNot reported
Contributions
Employer$375K
Participant$0
Full reported line items
Total assets (EOY)
$5,175,081
Net assets (EOY)
$5,175,081
Employer contributions
$375,000
Participant contributions
$0
Total income / additions
$846,489
Administrative expenses
$0
Total expenses
$30,476
Net increase / (decrease)
$816,013

Related Form 5500 pages