2023 Form 5500 filing — Nicolas Rich, Jr., M.D., F.A.A.P., P.A. 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 20240731113849NAL0048339650001) for Nicolas Rich, Jr., M.D., F.A.A.P., P.A. Profit Sharing Plan And Trust, reported by Nicolas Rich, Jr., M.D., F.A.A.P., P.A. under EIN 74-2731454 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,720,017
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240731113849NAL0048339650001
Plan sponsor
Nicolas Rich, Jr., M.D., F.A.A.P., P.A.
EIN
74-2731454
Plan number
001
Location
El Paso, TX
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$702.8K
Total expenses$30.1K
Benefits paid / distributions$30K
Contributions
Employer$170K
Participant$56.9K
Full reported line items
Total assets (EOY)
$3,720,017
Total liabilities (EOY)
$0
Net assets (EOY)
$3,720,017
Employer contributions
$170,000
Participant contributions
$56,940
Total income / additions
$702,774
Benefits paid
$30,000
Administrative expenses
$113
Total expenses
$30,113
Net increase / (decrease)
$672,661

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731113849NAL0048339650001 cover?
It is the 2023 Form 5500 filing for Nicolas Rich, Jr., M.D., F.A.A.P., P.A. Profit Sharing Plan And Trust, reported by Nicolas Rich, Jr., M.D., F.A.A.P., P.A. (EIN 74-2731454).
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