2023 Form 5500 filing — Citrus Pulmonary Consultants And Sleep Disorders Center 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 20240625101653NAL0007839025001) for Citrus Pulmonary Consultants And Sleep Disorders Center Retirement Plan, reported by Manoj B. Shukla, M.D., P.A. under EIN 59-2348526 and plan number 003. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,869,830
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240625101653NAL0007839025001
Plan sponsor
Manoj B. Shukla, M.D., P.A.
EIN
59-2348526
Plan number
003
Location
Crystal River, FL
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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$8.8K
Benefits paid / distributions$8.6K
Contributions
Employer$113.5K
Participant$148.2K
Full reported line items
Total assets (EOY)
$8,869,830
Total liabilities (EOY)
$0
Net assets (EOY)
$8,869,830
Employer contributions
$113,500
Participant contributions
$148,208
Total income / additions
$1,610,089
Benefits paid
$8,572
Administrative expenses
$206
Total expenses
$8,778
Net increase / (decrease)
$1,601,311

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625101653NAL0007839025001 cover?
It is the 2023 Form 5500 filing for Citrus Pulmonary Consultants And Sleep Disorders Center Retirement Plan, reported by Manoj B. Shukla, M.D., P.A. (EIN 59-2348526).
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