2023 Form 5500 filing — F. David Rudnick, Md Profit Sharing 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 20240915185509NAL0001916738001) for F. David Rudnick, Md Profit Sharing 401(K) Plan, reported by F. David Rudnick, Md under EIN 95-3636664 and plan number 004. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$160KReported net assets$159,962
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240915185509NAL0001916738001
Plan sponsor
F. David Rudnick, Md
EIN
95-3636664
Plan number
004
Location
Santa Monica, CA
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)$160K total assets
Net assets$160KLiabilities$0
Money in vs. money out
Total income / additions$172K
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$159,962
Total liabilities (EOY)
$0
Net assets (EOY)
$159,962
Employer contributions
$0
Participant contributions
$0
Total income / additions
$172,005
Benefits paid
$2,042,689
Administrative expenses
$12,721
Total expenses
$2,055,410
Net increase / (decrease)
-$1,883,405

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240915185509NAL0001916738001 cover?
It is the 2023 Form 5500 filing for F. David Rudnick, Md Profit Sharing 401(K) Plan, reported by F. David Rudnick, Md (EIN 95-3636664).
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