2023 Form 5500 filing — Michael R. Savona, M.D., A Sole Proprietorship, 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 20241015195302NAL0029540689001) for Michael R. Savona, M.D., A Sole Proprietorship, Profit Sharing Plan, reported by Michael R. Savona, M.D., A Sole Proprietorship under EIN 65-1281738 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015195302NAL0029540689001
Filing year
2023
Form type
2
Plan sponsor
Michael R. Savona, M.D., A Sole Proprietorship
EIN
65-1281738
Plan number
001
Location
Wailuku, HI
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,031,803
Total liabilities (EOY)
$5,088
Net assets (EOY)
$2,026,715
Employer contributions
$0
Participant contributions
$0
Total income / additions
$239,789
Benefits paid
$77,695
Administrative expenses
$14,725
Total expenses
$92,420
Net increase / (decrease)
$147,369
Schedule source
Schedule I

Related Form 5500 pages