2023 Form 5500 filing — James C. Lisak, M.D. Money Purchase Keogh 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 20240725090632NAL0014200689001) for James C. Lisak, M.D. Money Purchase Keogh Plan, reported by James C. Lisak, M.D. under EIN 04-2965446 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240725090632NAL0014200689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James C. Lisak, M.D.
- EIN
- 04-2965446
- Plan number
- 002
- Location
- North Dartmouth, MA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $390,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $390,946
- Employer contributions
- $4,800
- Participant contributions
- $0
- Total income / additions
- $22,797
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $22,797
- Schedule source
- Schedule I