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, Joseph A. Caplan, Md, Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Joseph A. Caplan, Md, Pc Dba Cardiac Solutions under EIN 86-0633950 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $5,454,466 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,454,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,454,466
- Net assets (BOY)
- $4,234,628
Income & contributions
- Participant contributions
- $760,550
- Total contributions
- $760,550
- Total income / additions
- $1,485,000
Expenses & distributions
- Benefits paid
- $207,107
- Administrative expenses
- $50,461
- Total expenses
- $265,162
- Net increase / (decrease)
- $1,219,838