2023 Form 5500 filing — Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) 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 20240815083308NAL0012791185001) for Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) Plan And Trust, reported by Anchor Bay Clinic Family Medical Center P.C. under EIN 38-2376533 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)$2.7MReported net assets$2,677,148
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240815083308NAL0012791185001
Plan sponsor
Anchor Bay Clinic Family Medical Center P.C.
EIN
38-2376533
Plan number
001
Location
New Baltimore, MI
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$509.4K
Total expenses$14.7K
Benefits paid / distributions$14K
Contributions
Employer$27.6K
Participant$88K
Full reported line items
Total assets (EOY)
$2,677,148
Total liabilities (EOY)
$0
Net assets (EOY)
$2,677,148
Employer contributions
$27,630
Participant contributions
$88,036
Total income / additions
$509,405
Benefits paid
$14,009
Administrative expenses
$669
Total expenses
$14,678
Net increase / (decrease)
$494,727

Related Form 5500 pages