2023 Form 5500 filing — Lee A. Celio, M.D. 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 20240725073626NAL0030665282001) for Lee A. Celio, M.D. Profit-Sharing Plan, reported by Lee A. Celio, M.D. under EIN 23-2453793 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6KReported net assets$11,582
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725073626NAL0030665282001
Plan sponsor
Lee A. Celio, M.D.
EIN
23-2453793
Plan number
002
Location
Huntington Valley, PA
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)$11.6K total assets
Net assets$11.6KLiabilities
Money in vs. money out
Total income / additions$42
Total expenses$210.9K
Benefits paid / distributions$210.9K
Full reported line items
Total assets (EOY)
$11,582
Net assets (EOY)
$11,582
Total income / additions
$42
Benefits paid
$210,888
Total expenses
$210,888
Net increase / (decrease)
-$210,846

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725073626NAL0030665282001 cover?
It is the 2023 Form 5500 filing for Lee A. Celio, M.D. Profit-Sharing Plan, reported by Lee A. Celio, M.D. (EIN 23-2453793).
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