David Scott Jones Md Pc 401(K) Profit Sharing Plan — Form 5500 plan (David Scott Jones 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, David Scott Jones Md Pc 401(K) Profit Sharing Plan is a benefit plan reported by David Scott Jones Md Pc under EIN 93-0719097 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,535,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Scott Jones Md Pc
- EIN
- 93-0719097
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,535,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241122110836NAL0003361986001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,535,261
- Net assets (EOY)
- $1,535,261
- Net assets (BOY)
- $1,308,408
Income & contributions
- Total income / additions
- $293,256
Expenses & distributions
- Benefits paid
- $58,221
- Administrative expenses
- $8,182
- Total expenses
- $66,403
- Net increase / (decrease)
- $226,853
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.