Brian D Adams Md 401(K) Plan — Form 5500 plan (Brian D Adams Md)
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, Brian D Adams Md 401(K) Plan is a benefit plan reported by Brian D Adams Md under EIN 20-3295714 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $1,693,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brian D Adams Md
- EIN
- 20-3295714
- Plan number
- 002
- Plan type
- 2
- Location
- Fernandina Beach, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,693,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240411101522NAL0000401952001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,693,509
- Net assets (EOY)
- $1,693,509
- Net assets (BOY)
- $1,366,875
Income & contributions
- Total income / additions
- $340,024
Expenses & distributions
- Total expenses
- $13,390
- Net increase / (decrease)
- $326,634
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.