2023 Form 5500 filing — Bernard L. Markowitz, M.D., Amc 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 20240529180230NAL0012574225001) for Bernard L. Markowitz, M.D., Amc Profit Sharing Plan, reported by Bernard L. Markowitz, M.D., A Medical Corporation under EIN 95-4848669 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,682,900
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529180230NAL0012574225001
Plan sponsor
Bernard L. Markowitz, M.D., A Medical Corporation
EIN
95-4848669
Plan number
002
Location
Beverly Hills, 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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$556.5K
Total expenses$5.1K
Benefits paid / distributions$0
Contributions
Employer$130K
Participant$0
Full reported line items
Total assets (EOY)
$6,682,900
Total liabilities (EOY)
$0
Net assets (EOY)
$6,682,900
Employer contributions
$130,000
Participant contributions
$0
Total income / additions
$556,517
Benefits paid
$0
Administrative expenses
$0
Total expenses
$5,144
Net increase / (decrease)
$551,373

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529180230NAL0012574225001 cover?
It is the 2023 Form 5500 filing for Bernard L. Markowitz, M.D., Amc Profit Sharing Plan, reported by Bernard L. Markowitz, M.D., A Medical Corporation (EIN 95-4848669).
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