2023 Form 5500 filing — Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit 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 20240626104537NAL0005665091001) for Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan, reported by Kalbaugh, Pfund & Messersmith, P.C. under EIN 54-1527978 and plan number 501. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$11KReported net assets-$10,965
Participants60
Provider compensation$281.1K16 Schedule C row(s)$281,100
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240626104537NAL0005665091001
- Plan sponsor
- Kalbaugh, Pfund & Messersmith, P.C.
- EIN
- 54-1527978
- Plan number
- 501
- Location
- Richmond, VA
- 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)$133K total assets
Net assets-$11KLiabilities$144K
Full reported line items
- Total assets (EOY)
- $133,010
- Total liabilities (EOY)
- $143,975
- Net assets (EOY)
- -$10,965
- Employer contributions
- $538,905
- Participant contributions
- $79,339
- Total income / additions
- $621,484
- Benefits paid
- $396,346
- Administrative expenses
- $24,254
- Total expenses
- $729,243
- Net increase / (decrease)
- -$107,759
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
Frequently asked questions
- What does EFAST2 acknowledgement 20240626104537NAL0005665091001 cover?
- It is the 2023 Form 5500 filing for Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan, reported by Kalbaugh, Pfund & Messersmith, P.C. (EIN 54-1527978).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).