2023 Form 5500 filing — Keith A. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing

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 20241002143941NAL0008458129001) for Keith A. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing, reported by Keith A. Mobilia, D.P.M., P.C. under EIN 26-4137371 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,060,368
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002143941NAL0008458129001
Plan sponsor
Keith A. Mobilia, D.P.M., P.C.
EIN
26-4137371
Plan number
002
Location
Staten Island, NY
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)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$244.6K
Total expenses$337.2K
Benefits paid / distributions$308K
Full reported line items
Total assets (EOY)
$2,060,368
Net assets (EOY)
$2,060,368
Total income / additions
$244,588
Benefits paid
$308,000
Administrative expenses
$29,161
Total expenses
$337,161
Net increase / (decrease)
-$92,573

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002143941NAL0008458129001 cover?
It is the 2023 Form 5500 filing for Keith A. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing, reported by Keith A. Mobilia, D.P.M., P.C. (EIN 26-4137371).
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