2023 Form 5500 filing — Edmonds, Husz & Pemberton Eye Center Pc Profit Sharing Plan & Trust Agreement

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 20240530170200NAL0013926513003) for Edmonds, Husz & Pemberton Eye Center Pc Profit Sharing Plan & Trust Agreement, reported by Edmonds Husz & Pemberton Eye Center Pc under EIN 86-0694526 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,647,736
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240530170200NAL0013926513003
Plan sponsor
Edmonds Husz & Pemberton Eye Center Pc
EIN
86-0694526
Plan number
001
Location
Tucson, AZ
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)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$294.7K
Total expenses$7.8K
Benefits paid / distributions$7.8K
Contributions
Employer$15K
Participant$84.4K
Full reported line items
Total assets (EOY)
$1,647,736
Net assets (EOY)
$1,647,736
Employer contributions
$15,039
Participant contributions
$84,375
Total income / additions
$294,666
Benefits paid
$7,838
Total expenses
$7,838
Net increase / (decrease)
$286,828

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240530170200NAL0013926513003 cover?
It is the 2023 Form 5500 filing for Edmonds, Husz & Pemberton Eye Center Pc Profit Sharing Plan & Trust Agreement, reported by Edmonds Husz & Pemberton Eye Center Pc (EIN 86-0694526).
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