Lieber & Moore Cardiology 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lieber & Moore Cardiology Associates, P.A.)
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, Lieber & Moore Cardiology 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lieber & Moore Cardiology Associates, P.A. under EIN 76-0324613 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $3,573,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lieber & Moore Cardiology Associates, P.A.
- EIN
- 76-0324613
- Plan number
- 001
- Plan type
- 2
- Location
- Kingwood, TX
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $3,573,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20241014095628NAL0045536960001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,573,810
- Net assets (EOY)
- $3,573,810
- Net assets (BOY)
- $2,749,356
Income & contributions
- Employer contributions
- $254,301
- Participant contributions
- $172,439
- Total income / additions
- $910,994
Expenses & distributions
- Benefits paid
- $81,978
- Administrative expenses
- $4,562
- Total expenses
- $86,540
- Net increase / (decrease)
- $824,454
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.