2023 Form 5500 filing — Jeffrey N. Kaplan, M.D., LLC 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 20240905093013NAL0034667472001) for Jeffrey N. Kaplan, M.D., LLC 401(K) Profit-Sharing Plan, reported by Eye Group Of Connecticut, LLC under EIN 06-1587636 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,138,388
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240905093013NAL0034667472001
Plan sponsor
Eye Group Of Connecticut, LLC
EIN
06-1587636
Plan number
001
Location
Bridgeport, CT
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$658.5K
Total expenses$52.2K
Benefits paid / distributions$38.7K
Contributions
Employer$110.8K
Participant$89.5K
Full reported line items
Total assets (EOY)
$4,138,388
Total liabilities (EOY)
$0
Net assets (EOY)
$4,138,388
Employer contributions
$110,801
Participant contributions
$89,470
Total income / additions
$658,533
Benefits paid
$38,667
Administrative expenses
$9,243
Total expenses
$52,175
Net increase / (decrease)
$606,358

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905093013NAL0034667472001 cover?
It is the 2023 Form 5500 filing for Jeffrey N. Kaplan, M.D., LLC 401(K) Profit-Sharing Plan, reported by Eye Group Of Connecticut, LLC (EIN 06-1587636).
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