Peter M. Mowschenson, M. D. Retirement Plan — Form 5500 plan (Peter M. Mowschenson, M.D.)

Plain-English plan 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, Peter M. Mowschenson, M. D. Retirement Plan is a benefit plan reported by Peter M. Mowschenson, M.D. under EIN 04-2733699 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $2,475,449 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peter M. Mowschenson, M.D.
EIN
04-2733699
Plan number
003
Plan type
2
Location
Brookline, MA
Latest filing year
2023
Participants
2
End-of-year plan assets
$2,475,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240628080600NAL0000154787001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,475,449
Net assets (EOY)
$2,475,449
Net assets (BOY)
$2,095,040

Income & contributions

Employer contributions
$45,711
Participant contributions
$30,000
Total income / additions
$478,581

Expenses & distributions

Benefits paid
$84,567
Administrative expenses
$13,605
Total expenses
$98,172
Net increase / (decrease)
$380,409

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages