2023 Form 5500 filing — Gladstone A Payton Do Pc Profit Shating Plan And Trust

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 20240927151200NAL0004613970001) for Gladstone A Payton Do Pc Profit Shating Plan And Trust, reported by Gladstone Payton, Do, Pc under EIN 38-1909852 and plan number 004. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,262,944
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927151200NAL0004613970001
Plan sponsor
Gladstone Payton, Do, Pc
EIN
38-1909852
Plan number
004
Location
Mount Clemens, MI
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)$1.3M total assets
Net assets$1.3MLiabilities$28.9K
Money in vs. money out
Total income / additions$148K
Total expenses$163.4K
Benefits paid / distributions$150K
Full reported line items
Total assets (EOY)
$1,291,852
Total liabilities (EOY)
$28,908
Net assets (EOY)
$1,262,944
Total income / additions
$148,045
Benefits paid
$150,000
Total expenses
$163,427
Net increase / (decrease)
-$15,382

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927151200NAL0004613970001 cover?
It is the 2023 Form 5500 filing for Gladstone A Payton Do Pc Profit Shating Plan And Trust, reported by Gladstone Payton, Do, Pc (EIN 38-1909852).
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