2023 Form 5500 filing — T. Scott Holder, Md 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 20240928140941NAL0005999152001) for T. Scott Holder, Md Profit Sharing Plan, reported by T. Scott Holder, Md under EIN 62-1444446 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,421,003
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240928140941NAL0005999152001
Plan sponsor
T. Scott Holder, Md
EIN
62-1444446
Plan number
001
Location
Winchester, TN
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)$2.4M total assets
Net assets$2.4MLiabilities
Money in vs. money out
Total income / additions$306.4K
Total expenses$25.1K
Benefits paid / distributions$4.3K
Contributions
Employer$33.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,421,003
Net assets (EOY)
$2,421,003
Employer contributions
$33,732
Total income / additions
$306,363
Benefits paid
$4,337
Administrative expenses
$20,790
Total expenses
$25,127
Net increase / (decrease)
$281,236

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240928140941NAL0005999152001 cover?
It is the 2023 Form 5500 filing for T. Scott Holder, Md Profit Sharing Plan, reported by T. Scott Holder, Md (EIN 62-1444446).
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