2023 Form 5500 filing — Alan M. Tell Md Profit Sharing & 401k 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 20240913111825NAL0021436306001) for Alan M. Tell Md Profit Sharing & 401k Plan, reported by Alan M. Tell Md Profit Sharing & 401k Plan under EIN 22-2615400 and plan number 004. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4KReported net assets$3,992
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913111825NAL0021436306001
Plan sponsor
Alan M. Tell Md Profit Sharing & 401k Plan
EIN
22-2615400
Plan number
004
Location
Boynton Beach, 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)$4K total assets
Net assets$4KLiabilities
Money in vs. money out
Total income / additions$103.6K
Total expenses$567.2K
Benefits paid / distributions$565.8K
Full reported line items
Total assets (EOY)
$3,992
Net assets (EOY)
$3,992
Total income / additions
$103,609
Benefits paid
$565,844
Total expenses
$567,164
Net increase / (decrease)
-$463,555

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913111825NAL0021436306001 cover?
It is the 2023 Form 5500 filing for Alan M. Tell Md Profit Sharing & 401k Plan, reported by Alan M. Tell Md Profit Sharing & 401k Plan (EIN 22-2615400).
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