2023 Form 5500 filing — Geriatric Medical And Surgical Supply 401(K) 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 20240503143926NAL0029889169001) for Geriatric Medical And Surgical Supply 401(K) Profit Sharing Plan, reported by Geriatric Medical And Surgical Supply under EIN 04-2015609 and plan number 001. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$7,981,253
Participants77
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240503143926NAL0029889169001
Plan sponsor
Geriatric Medical And Surgical Supply
EIN
04-2015609
Plan number
001
Location
Woburn, MA
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$648.9K
Benefits paid / distributions$648.8K
Contributions
Employer$173K
Participant$297K
Full reported line items
Total assets (EOY)
$7,981,253
Total liabilities (EOY)
$0
Net assets (EOY)
$7,981,253
Employer contributions
$172,951
Participant contributions
$296,977
Total income / additions
$1,967,907
Benefits paid
$648,833
Administrative expenses
$100
Total expenses
$648,933
Net increase / (decrease)
$1,318,974

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240503143926NAL0029889169001 cover?
It is the 2023 Form 5500 filing for Geriatric Medical And Surgical Supply 401(K) Profit Sharing Plan, reported by Geriatric Medical And Surgical Supply (EIN 04-2015609).
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