2023 Form 5500 filing — Jeffrey C. Long Md 401k 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 20240913135509NAL0011748257001) for Jeffrey C. Long Md 401k Profit Sharing Plan, reported by Jeffrey C. Long Md under EIN 16-1124160 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$935.4KReported net assets$935,403
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913135509NAL0011748257001
Plan sponsor
Jeffrey C. Long Md
EIN
16-1124160
Plan number
001
Location
Naples, NY
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)$935.4K total assets
Net assets$935.4KLiabilities
Money in vs. money out
Total income / additions$135.9K
Total expenses$165.5K
Benefits paid / distributions$165.5K
Contributions
Employer$4.6K
Participant$9.8K
Full reported line items
Total assets (EOY)
$935,403
Net assets (EOY)
$935,403
Employer contributions
$4,633
Participant contributions
$9,810
Total income / additions
$135,921
Benefits paid
$165,547
Total expenses
$165,547
Net increase / (decrease)
-$29,626

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913135509NAL0011748257001 cover?
It is the 2023 Form 5500 filing for Jeffrey C. Long Md 401k Profit Sharing Plan, reported by Jeffrey C. Long Md (EIN 16-1124160).
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