Alan Saven Health Care Keogh Plan — Form 5500 plan (Alan Saven)
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, Alan Saven Health Care Keogh Plan is a benefit plan reported by Alan Saven under EIN 33-0962305 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,273,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alan Saven
- EIN
- 33-0962305
- Plan number
- 001
- Plan type
- 2
- Location
- Del Mar, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,273,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240624090008NAL0005823457001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,273,603
- Net assets (EOY)
- $1,273,603
- Net assets (BOY)
- $966,700
Income & contributions
- Total income / additions
- $306,903
Expenses & distributions
- Net increase / (decrease)
- $306,903
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.