2023 Form 5500 filing — Jagat B. Satia, M.D., A Medical Corp. Profit Sharing Plan

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 20240319121814NAL0001352610001) for Jagat B. Satia, M.D., A Medical Corp. Profit Sharing Plan, reported by Jagat B. Satia, M.D., A Medical Corp. under EIN 94-2400952 and plan number 004. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,823,560
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240319121814NAL0001352610001
Plan sponsor
Jagat B. Satia, M.D., A Medical Corp.
EIN
94-2400952
Plan number
004
Location
Los Gatos, CA
Received date
not reported in the loaded dataset
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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$535.6K
Total expenses$486.1K
Benefits paid / distributions$486.1K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$10,823,560
Total liabilities (EOY)
$0
Net assets (EOY)
$10,823,560
Employer contributions
$0
Participant contributions
$0
Total income / additions
$535,591
Benefits paid
$486,073
Administrative expenses
$0
Total expenses
$486,073
Net increase / (decrease)
$49,518

Related Form 5500 pages