Josephson-Wallack-Munshower Neurology, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Josephson-Wallack-Munshower Neurology, P.C. (EIN 35-1898297) is a plan sponsor located in Indianapolis, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1898297
Location
Indianapolis, IN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,745,984
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$46,745,984

Contributions & income

Employer contributions
$962,526
Participant contributions
$1,054,779
Total income / additions
$10,517,675

Expenses & distributions

Benefits paid / distributions
$1,173,097
Total expenses
$1,295,092
Net increase / (decrease)
$9,222,583

Coverage

Total reported participants
428
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Josephson-Wallack-Munshower Neurology, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan001264$46,745,9842023
Josephson-Wallack-Munshower Neurology, P. C. Life502164not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Josephson-Wallack-Munshower Neurology, P.C.
YearPlanParticipantsSchedulesFiling
2023Josephson-Wallack-Munshower Neurology, P. C. Life16420240711003754NAL0010088163001
2023Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan264H, C20250711154302NAL0007507889001

Related Form 5500 pages