2023 Form 5500 filing — Dr Turgut Zia Sc 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 20241003151923NAL0005825203001) for Dr Turgut Zia Sc 401-K Profit Sharing Plan, reported by Dr Turgut Zia Sc under EIN 27-1864271 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$913.8KReported net assets$913,792
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003151923NAL0005825203001
Plan sponsor
Dr Turgut Zia Sc
EIN
27-1864271
Plan number
002
Location
Milwaukee, WI
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)$913.8K total assets
Net assets$913.8KLiabilities
Money in vs. money out
Total income / additions$148.1K
Total expenses$7.6K
Benefits paid / distributionsNot reported
Contributions
Employer$17.1K
Participant$34.8K
Full reported line items
Total assets (EOY)
$913,792
Net assets (EOY)
$913,792
Employer contributions
$17,117
Participant contributions
$34,770
Total income / additions
$148,136
Administrative expenses
$7,573
Total expenses
$7,582
Net increase / (decrease)
$140,554

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003151923NAL0005825203001 cover?
It is the 2023 Form 5500 filing for Dr Turgut Zia Sc 401-K Profit Sharing Plan, reported by Dr Turgut Zia Sc (EIN 27-1864271).
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