2023 Form 5500 filing — Alan Saven Health Care Keogh 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 20240624090008NAL0005823457001) for Alan Saven Health Care Keogh Plan, reported by Alan Saven under EIN 33-0962305 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,273,603
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240624090008NAL0005823457001
Plan sponsor
Alan Saven
EIN
33-0962305
Plan number
001
Location
Del Mar, CA
Received date
not reported in the loaded dataset
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$306.9K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,273,603
Net assets (EOY)
$1,273,603
Total income / additions
$306,903
Net increase / (decrease)
$306,903

Related Form 5500 pages