2023 Form 5500 filing — Richard J Mutty Md Pc 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 20240606111148NAL0022113681001) for Richard J Mutty Md Pc Profit Sharing Plan, reported by Richard J Mutty Md Pc under EIN 16-1339244 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,363,452
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606111148NAL0022113681001
Plan sponsor
Richard J Mutty Md Pc
EIN
16-1339244
Plan number
001
Location
Rome, NY
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)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$215.7K
Total expenses$75.7K
Benefits paid / distributions$64.3K
Full reported line items
Total assets (EOY)
$1,363,452
Net assets (EOY)
$1,363,452
Total income / additions
$215,740
Benefits paid
$64,258
Administrative expenses
$11,438
Total expenses
$75,696
Net increase / (decrease)
$140,044

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606111148NAL0022113681001 cover?
It is the 2023 Form 5500 filing for Richard J Mutty Md Pc Profit Sharing Plan, reported by Richard J Mutty Md Pc (EIN 16-1339244).
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