Zvi Alpern, M.D. Salary Deferral And Profit Sharing Plan — Form 5500 plan (Zvi Alpern, 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, Zvi Alpern, M.D. Salary Deferral And Profit Sharing Plan is a benefit plan reported by Zvi Alpern, M.D. under EIN 11-2755958 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,457,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zvi Alpern, M.D.
- EIN
- 11-2755958
- Plan number
- 001
- Plan type
- 2
- Location
- Smithtown, NY
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $4,457,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241015191318NAL0029470385001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,457,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,457,332
- Net assets (BOY)
- $4,243,421
Income & contributions
- Employer contributions
- $43,504
- Participant contributions
- $30,000
- Total income / additions
- $387,450
Expenses & distributions
- Benefits paid
- $157,613
- Administrative expenses
- $0
- Total expenses
- $173,539
- Net increase / (decrease)
- $213,911
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.