2023 Form 5500 filing — Richard B. Evans, M.D. Money Purchase & 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 20240702131201NAL0003555123001) for Richard B. Evans, M.D. Money Purchase & Keogh Plan, reported by Richard Evans Md under EIN 16-1284750 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)$2.3MReported net assets$2,319,884
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240702131201NAL0003555123001
Plan sponsor
Richard Evans Md
EIN
16-1284750
Plan number
001
Location
Skaneateles, NY
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)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$455.9K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$49.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,319,884
Net assets (EOY)
$2,319,884
Employer contributions
$49,056
Total income / additions
$455,882
Net increase / (decrease)
$455,882

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702131201NAL0003555123001 cover?
It is the 2023 Form 5500 filing for Richard B. Evans, M.D. Money Purchase & Keogh Plan, reported by Richard Evans Md (EIN 16-1284750).
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