2023 Form 5500 filing — James N. Eickholz, Md, Psc 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 20240926114855NAL0000601073001) for James N. Eickholz, Md, Psc 401(K) Profit Sharing Plan, reported by James N. Eickholz, Md, Psc under EIN 62-1702689 and plan number 002. 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)$4.3MReported net assets$4,293,490
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926114855NAL0000601073001
Plan sponsor
James N. Eickholz, Md, Psc
EIN
62-1702689
Plan number
002
Location
Paducah, KY
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)$4.3M total assets
Net assets$4.3MLiabilities
Money in vs. money out
Total income / additions$801.2K
Total expenses$17.2K
Benefits paid / distributionsNot reported
Contributions
Employer$163K
Participant$87.8K
Full reported line items
Total assets (EOY)
$4,293,490
Net assets (EOY)
$4,293,490
Employer contributions
$163,024
Participant contributions
$87,773
Total income / additions
$801,188
Administrative expenses
$17,178
Total expenses
$17,178
Net increase / (decrease)
$784,010

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926114855NAL0000601073001 cover?
It is the 2023 Form 5500 filing for James N. Eickholz, Md, Psc 401(K) Profit Sharing Plan, reported by James N. Eickholz, Md, Psc (EIN 62-1702689).
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