2023 Form 5500 filing — Lieber & Moore Cardiology 401(K) Profit Sharing Plan & Trust
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 20241014095628NAL0045536960001) for Lieber & Moore Cardiology 401(K) Profit Sharing Plan & Trust, reported by Lieber & Moore Cardiology Associates, P.A. under EIN 76-0324613 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014095628NAL0045536960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lieber & Moore Cardiology Associates, P.A.
- EIN
- 76-0324613
- Plan number
- 001
- Location
- Kingwood, TX
- Participants
- 62
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,573,810
- Net assets (EOY)
- $3,573,810
- Employer contributions
- $254,301
- Participant contributions
- $172,439
- Total income / additions
- $910,994
- Benefits paid
- $81,978
- Administrative expenses
- $4,562
- Total expenses
- $86,540
- Net increase / (decrease)
- $824,454
- Schedule source
- Schedule I