2023 Form 5500 filing — Pleasant Garden Family Practice Employees' Savings Plan And Trust

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 20240618144746NAL0001976579003) for Pleasant Garden Family Practice Employees' Savings Plan And Trust, reported by Wilson O. Elkins Pleasant Garden Family Practice under EIN 56-1107828 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)$3.7MReported net assets$3,742,543
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240618144746NAL0001976579003
Plan sponsor
Wilson O. Elkins Pleasant Garden Family Practice
EIN
56-1107828
Plan number
001
Location
Pleasant Garden, NC
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)$3.7M total assets
Net assets$3.7MLiabilities
Money in vs. money out
Total income / additions$455.1K
Total expenses$137.7K
Benefits paid / distributions$130.6K
Contributions
Employer$99.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,742,543
Net assets (EOY)
$3,742,543
Employer contributions
$99,500
Total income / additions
$455,127
Benefits paid
$130,626
Administrative expenses
$7,047
Total expenses
$137,673
Net increase / (decrease)
$317,454

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240618144746NAL0001976579003 cover?
It is the 2023 Form 5500 filing for Pleasant Garden Family Practice Employees' Savings Plan And Trust, reported by Wilson O. Elkins Pleasant Garden Family Practice (EIN 56-1107828).
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