2023 Form 5500 filing — Terry C. Smith, M.D., P.A. Retirement 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 20250921185414NAL0001860179001) for Terry C. Smith, M.D., P.A. Retirement Plan, reported by Terry C. Smith, M.D., P.A. under EIN 72-1384583 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,322,357
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250921185414NAL0001860179001
Plan sponsor
Terry C. Smith, M.D., P.A.
EIN
72-1384583
Plan number
001
Location
Biloxi, MS
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)$6.3M total assets
Net assets$6.3MLiabilities
Money in vs. money out
Total income / additions$96.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$6,322,357
Net assets (EOY)
$6,322,357
Total income / additions
$96,596
Total expenses
$0
Net increase / (decrease)
$96,596

Related Form 5500 pages