2023 Form 5500 filing — H. John Feldman, P. A. Retirement 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 20240503130654NAL0020224003001) for H. John Feldman, P. A. Retirement Plan, reported by H. John Feldman, P.A. under EIN 47-4631781 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240503130654NAL0020224003001
Filing year
2023
Form type
2
Plan sponsor
H. John Feldman, P.A.
EIN
47-4631781
Plan number
002
Location
Leesburg, FL
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,793,461
Total liabilities (EOY)
$28,046
Net assets (EOY)
$7,765,415
Employer contributions
$29,789
Participant contributions
$60,000
Total income / additions
$727,188
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$727,188
Schedule source
Schedule I

Related Form 5500 pages