2023 Form 5500 filing — Essex Neurological Associates, P.C. 401(K) Retirement 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 20240614103641NAL0065297474001) for Essex Neurological Associates, P.C. 401(K) Retirement Plan, reported by Essex Neurological Associates, P.C. under EIN 04-2629543 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,252,596
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240614103641NAL0065297474001
Plan sponsor
Essex Neurological Associates, P.C.
EIN
04-2629543
Plan number
001
Location
Peabody, 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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$918.2K
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$125.7K
Participant$118.1K
Full reported line items
Total assets (EOY)
$4,252,596
Total liabilities (EOY)
$0
Net assets (EOY)
$4,252,596
Employer contributions
$125,685
Participant contributions
$118,081
Total income / additions
$918,171
Benefits paid
$1,716,397
Administrative expenses
$100
Total expenses
$1,716,497
Net increase / (decrease)
-$798,326

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614103641NAL0065297474001 cover?
It is the 2023 Form 5500 filing for Essex Neurological Associates, P.C. 401(K) Retirement Plan, reported by Essex Neurological Associates, P.C. (EIN 04-2629543).
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