2023 Form 5500 filing — Alan C. Turnham, Md, Pa 401k 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 20240613095241NAL0048526672005) for Alan C. Turnham, Md, Pa 401k Profit Sharing Plan, reported by Alan C. Turnham, Md, Pa under EIN 63-0794908 and plan number 004. 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)$646.9KReported net assets$646,879
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613095241NAL0048526672005
Plan sponsor
Alan C. Turnham, Md, Pa
EIN
63-0794908
Plan number
004
Location
Dothan, AL
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)$646.9K total assets
Net assets$646.9KLiabilities
Money in vs. money out
Total income / additions$52.4K
Total expenses$22.5K
Benefits paid / distributions$22.5K
Contributions
Employer$8.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$646,879
Net assets (EOY)
$646,879
Employer contributions
$8,554
Total income / additions
$52,421
Benefits paid
$22,484
Total expenses
$22,484
Net increase / (decrease)
$29,937

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613095241NAL0048526672005 cover?
It is the 2023 Form 5500 filing for Alan C. Turnham, Md, Pa 401k Profit Sharing Plan, reported by Alan C. Turnham, Md, Pa (EIN 63-0794908).
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