Walter J Szydlowski Jr Md Pa 401(K) Profit Sharing Plan — Form 5500 plan (Walter J Szydlowski Jr Md Pa)
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, Walter J Szydlowski Jr Md Pa 401(K) Profit Sharing Plan is a benefit plan reported by Walter J Szydlowski Jr Md Pa under EIN 59-2557439 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $2,437,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walter J Szydlowski Jr Md Pa
- EIN
- 59-2557439
- Plan number
- 001
- Plan type
- 2
- Location
- Brooksville, FL
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $2,437,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20250113184432NAL0030707808001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,437,133
- Net assets (EOY)
- $2,437,133
- Net assets (BOY)
- $2,109,521
Income & contributions
- Total income / additions
- $350,641
Expenses & distributions
- Total expenses
- $23,029
- Net increase / (decrease)
- $327,612
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.