2023 Form 5500 filing — Charles A Wideburg Md Ltd 401k Profit Sharing 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 20240710110202NAL0016695905005) for Charles A Wideburg Md Ltd 401k Profit Sharing Plan, reported by Charles A Wideburg Md Ltd under EIN 84-4149050 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)$3.1MReported net assets$3,060,811
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710110202NAL0016695905005
Plan sponsor
Charles A Wideburg Md Ltd
EIN
84-4149050
Plan number
001
Location
Kenosha, WI
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)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions$118.1K
Total expenses$23K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$3,060,811
Net assets (EOY)
$3,060,811
Total income / additions
$118,142
Total expenses
$23,017
Net increase / (decrease)
$95,125

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710110202NAL0016695905005 cover?
It is the 2023 Form 5500 filing for Charles A Wideburg Md Ltd 401k Profit Sharing Plan, reported by Charles A Wideburg Md Ltd (EIN 84-4149050).
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