2023 Form 5500 filing — Mariano F Deguzman Md Sc 401(K) Profit Sharing Plan And 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 20240722110200NAL0017327968002) for Mariano F Deguzman Md Sc 401(K) Profit Sharing Plan And Trust, reported by Mariano F Deguzman Md Sc under EIN 39-1220571 and plan number 004. 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)$4.4MReported net assets$4,446,418
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722110200NAL0017327968002
Plan sponsor
Mariano F Deguzman Md Sc
EIN
39-1220571
Plan number
004
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)$4.4M total assets
Net assets$4.4MLiabilities
Money in vs. money out
Total income / additions$603.5K
Total expenses$261K
Benefits paid / distributions$246K
Full reported line items
Total assets (EOY)
$4,446,418
Net assets (EOY)
$4,446,418
Total income / additions
$603,482
Benefits paid
$246,000
Administrative expenses
$15,036
Total expenses
$261,036
Net increase / (decrease)
$342,446

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722110200NAL0017327968002 cover?
It is the 2023 Form 5500 filing for Mariano F Deguzman Md Sc 401(K) Profit Sharing Plan And Trust, reported by Mariano F Deguzman Md Sc (EIN 39-1220571).
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