2023 Form 5500 filing — Profit Sharing Plan Fbo Irving A. Bloom, M.D.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240317142749NAL0007021970001) for Profit Sharing Plan Fbo Irving A. Bloom, M.D., reported by Irving A. Bloom, M.D. under EIN 36-3338273 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,446,965
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240317142749NAL0007021970001
Plan sponsor
Irving A. Bloom, M.D.
EIN
36-3338273
Plan number
001
Location
Vista, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$212.1K
Total expenses$61.2K
Benefits paid / distributions$61K
Contributions
Employer$30.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,446,965
Total liabilities (EOY)
$0
Net assets (EOY)
$1,446,965
Employer contributions
$30,934
Total income / additions
$212,115
Benefits paid
$61,007
Administrative expenses
$150
Total expenses
$61,157
Net increase / (decrease)
$150,958

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240317142749NAL0007021970001 cover?
It is the 2023 Form 5500 filing for Profit Sharing Plan Fbo Irving A. Bloom, M.D., reported by Irving A. Bloom, M.D. (EIN 36-3338273).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages