2023 Form 5500 filing — Benjamin And Spingarn LLC 401(K) 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 20240817220345NAL0009367987001) for Benjamin And Spingarn LLC 401(K) Plan, reported by Jonathan A. Benjamin, Md And Roger W. Spingarn, Md under EIN 04-3406604 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,738,811
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240817220345NAL0009367987001
Plan sponsor
Jonathan A. Benjamin, Md And Roger W. Spingarn, Md
EIN
04-3406604
Plan number
001
Location
Newton Centre, MA
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$25.1K
Benefits paid / distributions$25K
Contributions
Employer$43.1K
Participant$171.5K
Full reported line items
Total assets (EOY)
$5,738,811
Total liabilities (EOY)
$0
Net assets (EOY)
$5,738,811
Employer contributions
$43,117
Participant contributions
$171,545
Total income / additions
$1,371,047
Benefits paid
$24,963
Administrative expenses
$100
Total expenses
$25,063
Net increase / (decrease)
$1,345,984

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240817220345NAL0009367987001 cover?
It is the 2023 Form 5500 filing for Benjamin And Spingarn LLC 401(K) Plan, reported by Jonathan A. Benjamin, Md And Roger W. Spingarn, Md (EIN 04-3406604).
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