2023 Form 5500 filing — Lawrence Osman, M.D. 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 20241002141526NAL0004873059001) for Lawrence Osman, M.D. 401(K) Profit Sharing Plan, reported by Lawrence Osman, M.D., Pc under EIN 82-4848486 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,820,213
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002141526NAL0004873059001
Plan sponsor
Lawrence Osman, M.D., Pc
EIN
82-4848486
Plan number
001
Location
Northridge, CA
Received date
not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$491K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$49.3K
Participant$54.9K
Full reported line items
Total assets (EOY)
$2,820,213
Total liabilities (EOY)
$0
Net assets (EOY)
$2,820,213
Employer contributions
$49,284
Participant contributions
$54,850
Total income / additions
$490,996
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$490,996

Related Form 5500 pages