2023 Form 5500 filing — James A. Brown, M.D., P.C. Profit Sharing Plan & Trust

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 20240710131507NAL0008614739004) for James A. Brown, M.D., P.C. Profit Sharing Plan & Trust, reported by James A. Brown, M.D., P.C. under EIN 38-2310071 and plan number 001. It reports 3 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$8,910,290
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710131507NAL0008614739004
Plan sponsor
James A. Brown, M.D., P.C.
EIN
38-2310071
Plan number
001
Location
Grosse Pointe Farms, MI
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
Money in vs. money out
Total income / additions$1.2M
Total expenses$191.5K
Benefits paid / distributions$127.9K
Full reported line items
Total assets (EOY)
$8,910,290
Net assets (EOY)
$8,910,290
Total income / additions
$1,188,223
Benefits paid
$127,863
Total expenses
$191,473
Net increase / (decrease)
$996,750

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710131507NAL0008614739004 cover?
It is the 2023 Form 5500 filing for James A. Brown, M.D., P.C. Profit Sharing Plan & Trust, reported by James A. Brown, M.D., P.C. (EIN 38-2310071).
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