2023 Form 5500 filing — Purcell Family Practice, Inc. Employees' 401k 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 20240724112347NAL0012542945001) for Purcell Family Practice, Inc. Employees' 401k Plan, reported by Purcell Family Practice, Inc. under EIN 73-1439936 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,531,218
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724112347NAL0012542945001
Plan sponsor
Purcell Family Practice, Inc.
EIN
73-1439936
Plan number
001
Location
Purcell, OK
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$250.5K
Total expenses$10.5K
Benefits paid / distributions$0
Contributions
Employer$20.1K
Participant$82.6K
Full reported line items
Total assets (EOY)
$1,531,218
Total liabilities (EOY)
$0
Net assets (EOY)
$1,531,218
Employer contributions
$20,120
Participant contributions
$82,600
Total income / additions
$250,496
Benefits paid
$0
Administrative expenses
$10,544
Total expenses
$10,544
Net increase / (decrease)
$239,952

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724112347NAL0012542945001 cover?
It is the 2023 Form 5500 filing for Purcell Family Practice, Inc. Employees' 401k Plan, reported by Purcell Family Practice, Inc. (EIN 73-1439936).
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