2023 Form 5500 filing — Bikkasani, Ram, Hellstern And Chandrupatla, M.D., P.A. 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 20240802065545NAL0037619952001) for Bikkasani, Ram, Hellstern And Chandrupatla, M.D., P.A. 401(K) Profit Sharing Plan, reported by Bikkasani, Ram, Hellstern And Chandrupatla, P.A. under EIN 59-2676843 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,285,602
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802065545NAL0037619952001
Plan sponsor
Bikkasani, Ram, Hellstern And Chandrupatla, P.A.
EIN
59-2676843
Plan number
001
Location
Crystal River, FL
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$47K
Benefits paid / distributions$39.6K
Contributions
Employer$403.3K
Participant$219.5K
Full reported line items
Total assets (EOY)
$6,285,602
Total liabilities (EOY)
$0
Net assets (EOY)
$6,285,602
Employer contributions
$403,315
Participant contributions
$219,531
Total income / additions
$1,719,949
Benefits paid
$39,577
Administrative expenses
$7,388
Total expenses
$46,965
Net increase / (decrease)
$1,672,984

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802065545NAL0037619952001 cover?
It is the 2023 Form 5500 filing for Bikkasani, Ram, Hellstern And Chandrupatla, M.D., P.A. 401(K) Profit Sharing Plan, reported by Bikkasani, Ram, Hellstern And Chandrupatla, P.A. (EIN 59-2676843).
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