2023 Form 5500 filing — Robert A. Shemwell, Dpm, LLC Profit Sharing 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 20241001105237NAL0011427872001) for Robert A. Shemwell, Dpm, LLC Profit Sharing Plan And Trust, reported by Robert A. Shemwell, Dpm, LLC under EIN 20-8258565 and plan number 001. 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)$507.7KReported net assets$507,707
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001105237NAL0011427872001
Plan sponsor
Robert A. Shemwell, Dpm, LLC
EIN
20-8258565
Plan number
001
Location
North Kansas City, MO
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)$507.7K total assets
Net assets$507.7KLiabilities$0
Money in vs. money out
Total income / additions$27.3K
Total expenses$6.1K
Benefits paid / distributions$6.1K
Contributions
Employer$20K
Participant$0
Full reported line items
Total assets (EOY)
$507,707
Total liabilities (EOY)
$0
Net assets (EOY)
$507,707
Employer contributions
$20,000
Participant contributions
$0
Total income / additions
$27,297
Benefits paid
$6,095
Administrative expenses
$0
Total expenses
$6,140
Net increase / (decrease)
$21,157

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001105237NAL0011427872001 cover?
It is the 2023 Form 5500 filing for Robert A. Shemwell, Dpm, LLC Profit Sharing Plan And Trust, reported by Robert A. Shemwell, Dpm, LLC (EIN 20-8258565).
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