2023 Form 5500 filing — David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & 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 20241004125414NAL0012230529001) for David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & Trust, reported by David F Young Md Pc under EIN 93-0813335 and plan number 002. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004125414NAL0012230529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David F Young Md Pc
- EIN
- 93-0813335
- Plan number
- 002
- Location
- Grants Pass, OR
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,625,836
- Net assets (EOY)
- $10,625,836
- Employer contributions
- $86,800
- Participant contributions
- $72,400
- Total income / additions
- $1,195,999
- Benefits paid
- $4,535
- Administrative expenses
- $2,603
- Total expenses
- $7,138
- Net increase / (decrease)
- $1,188,861
- Schedule source
- Schedule I