2023 Form 5500 filing — Infectious Diseases & Internal Medicine Associates, P.C. 401(K) Profit Sharing Plan And Trust

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 20240423152604NAL0001139139001) for Infectious Diseases & Internal Medicine Associates, P.C. 401(K) Profit Sharing Plan And Trust, reported by Infectious Diseases And Internal Medicine under EIN 85-0221721 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,637,487
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240423152604NAL0001139139001
Plan sponsor
Infectious Diseases And Internal Medicine
EIN
85-0221721
Plan number
001
Location
Albuquerque, NM
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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$81K
Benefits paid / distributions$79.6K
Contributions
Employer$211.6K
Participant$136.2K
Full reported line items
Total assets (EOY)
$11,637,487
Total liabilities (EOY)
$0
Net assets (EOY)
$11,637,487
Employer contributions
$211,630
Participant contributions
$136,182
Total income / additions
$1,970,567
Benefits paid
$79,557
Administrative expenses
$1,490
Total expenses
$81,047
Net increase / (decrease)
$1,889,520

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240423152604NAL0001139139001 cover?
It is the 2023 Form 5500 filing for Infectious Diseases & Internal Medicine Associates, P.C. 401(K) Profit Sharing Plan And Trust, reported by Infectious Diseases And Internal Medicine (EIN 85-0221721).
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