2023 Form 5500 filing — Paul D. Orr, M.D. Inc. 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 20241126153942NAL0012464610001) for Paul D. Orr, M.D. Inc. Profit Sharing Plan, reported by Paul D. Orr, M.D. Inc. under EIN 95-2827958 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241126153942NAL0012464610001
Filing year
2023
Form type
2
Plan sponsor
Paul D. Orr, M.D. Inc.
EIN
95-2827958
Plan number
002
Location
Claremont, CA
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,932,259
Net assets (EOY)
$2,932,259
Total income / additions
$96,905
Benefits paid
$147,000
Total expenses
$157,182
Net increase / (decrease)
-$60,277
Schedule source
Schedule I

Related Form 5500 pages