2023 Form 5500 filing — Raj Subnani Shearson As Keogh Mp Custodian

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 20241015115631NAL0049172544001) for Raj Subnani Shearson As Keogh Mp Custodian, reported by Raj Subnani, Md under EIN 64-0715818 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,406,010
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015115631NAL0049172544001
Plan sponsor
Raj Subnani, Md
EIN
64-0715818
Plan number
001
Location
Alice, TX
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)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$573.3K
Total expenses$19.8K
Benefits paid / distributionsNot reported
Contributions
Employer$61K
Participant$49.4K
Full reported line items
Total assets (EOY)
$3,406,010
Net assets (EOY)
$3,406,010
Employer contributions
$61,000
Participant contributions
$49,411
Total income / additions
$573,285
Total expenses
$19,772
Net increase / (decrease)
$553,513

Related Form 5500 pages