Dr Robert J Lynch Md Keogh — Form 5500 plan (Dr Robert J Lynch 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, Dr Robert J Lynch Md Keogh is a benefit plan reported by Dr Robert J Lynch Md under EIN 55-0631057 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $6,245,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dr Robert J Lynch Md
EIN
55-0631057
Plan number
001
Plan type
2
Location
Martinsburg, WV
Latest filing year
2023
Participants
2
End-of-year plan assets
$6,245,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240209143305NAL0009235602001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,245,769
Total liabilities (EOY)
$0
Net assets (EOY)
$6,245,769
Net assets (BOY)
$6,218,383

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$275,076

Expenses & distributions

Benefits paid
$234,679
Administrative expenses
$13,011
Total expenses
$247,690
Net increase / (decrease)
$27,386

Service provider compensation (Schedule C)

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

Related Form 5500 pages