New Oakland Child-Adolescent And Family Center 401(K) Profit Sharing Plan — Form 5500 plan (Ismail B. Sendi, Md Pc)

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, New Oakland Child-Adolescent And Family Center 401(K) Profit Sharing Plan is a benefit plan reported by Ismail B. Sendi, Md Pc under EIN 38-3006825 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $3,994,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ismail B. Sendi, Md Pc
EIN
38-3006825
Plan number
001
Plan type
2
Location
Clarkston, MI
Latest filing year
2023
Participants
242
End-of-year plan assets
$3,994,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241015152806NAL0028932689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,994,151
Total liabilities (EOY)
$0
Net assets (EOY)
$3,994,151
Net assets (BOY)
$3,016,655

Income & contributions

Employer contributions
$76,014
Participant contributions
$497,512
Total contributions
$601,623
Total income / additions
$1,104,203

Expenses & distributions

Benefits paid
$92,920
Administrative expenses
$5,950
Total expenses
$126,707
Net increase / (decrease)
$977,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Michigan Pension GroupCONTRACT ADMIN$5,525$1,7012023
Capital Group Retirement Plan SvcsRECORDKEEPER$905$02023

Related Form 5500 pages