2023 Form 5500 filing — Jeffrey A. Hale, M.D., P.A. 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 20240828100007NAL0012011201001) for Jeffrey A. Hale, M.D., P.A. Profit Sharing Plan, reported by Jeffrey A. Hale, M.D. under EIN 71-0821828 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240828100007NAL0012011201001
Filing year
2023
Form type
2
Plan sponsor
Jeffrey A. Hale, M.D.
EIN
71-0821828
Plan number
001
Location
Russellville, AR
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,829,058
Net assets (EOY)
$1,829,058
Employer contributions
$73,500
Total income / additions
$176,456
Administrative expenses
$14,685
Total expenses
$14,685
Net increase / (decrease)
$161,771
Schedule source
Schedule I

Related Form 5500 pages