2023 Form 5500 filing — Mark Werner Md Pc Profit Sharing Plan And 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 20250515121506NAL0030613296001) for Mark Werner Md Pc Profit Sharing Plan And Trust, reported by Mark Werner Md Pc under EIN 38-2605302 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250515121506NAL0030613296001
Filing year
2023
Form type
2
Plan sponsor
Mark Werner Md Pc
EIN
38-2605302
Plan number
002
Location
West Bloomfield, MI
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,317,595
Net assets (EOY)
$1,317,595
Total income / additions
-$21,367
Benefits paid
$42,621
Total expenses
$42,621
Net increase / (decrease)
-$63,988
Schedule source
Schedule I

Related Form 5500 pages