2023 Form 5500 filing — David A. Clark, M.D., Medical Corporation 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 20240927105658NAL0001965073001) for David A. Clark, M.D., Medical Corporation 401(K) Plan, reported by David A. Clark, M.D., Medical Corporation under EIN 94-2471109 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,165,557
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927105658NAL0001965073001
Plan sponsor
David A. Clark, M.D., Medical Corporation
EIN
94-2471109
Plan number
001
Location
Monterey, 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)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$231.9K
Total expenses$120.3K
Benefits paid / distributions$102.5K
Contributions
Employer$0
Participant$6.1K
Full reported line items
Total assets (EOY)
$2,165,557
Total liabilities (EOY)
$0
Net assets (EOY)
$2,165,557
Employer contributions
$0
Participant contributions
$6,080
Total income / additions
$231,930
Benefits paid
$102,497
Administrative expenses
$17,778
Total expenses
$120,275
Net increase / (decrease)
$111,655

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927105658NAL0001965073001 cover?
It is the 2023 Form 5500 filing for David A. Clark, M.D., Medical Corporation 401(K) Plan, reported by David A. Clark, M.D., Medical Corporation (EIN 94-2471109).
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