2023 Form 5500 filing — Dr. Frederick L. Steinbeck, Psc 401(K) 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 20240730151603NAL0013553139001) for Dr. Frederick L. Steinbeck, Psc 401(K) Profit Sharing Plan, reported by Dr. Frederick L. Steinbeck, Psc under EIN 61-1183543 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240730151603NAL0013553139001
Filing year
2023
Form type
2
Plan sponsor
Dr. Frederick L. Steinbeck, Psc
EIN
61-1183543
Plan number
001
Location
Fort Thomas, KY
Participants
9
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,634,581
Total liabilities (EOY)
$0
Net assets (EOY)
$5,634,581
Employer contributions
$72,647
Participant contributions
$82,955
Total income / additions
$934,207
Benefits paid
$11,500
Administrative expenses
$25
Total expenses
$11,525
Net increase / (decrease)
$922,682
Schedule source
Schedule I

Related Form 5500 pages