2023 Form 5500 filing — Mitchel Phillips, D.O., Ltd. 401k 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 20241004132740NAL0020482272001) for Mitchel Phillips, D.O., Ltd. 401k Profit Sharing Plan, reported by Mitchel Phillips, D.O., Ltd. under EIN 88-0160813 and plan number 002. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,629,386
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004132740NAL0020482272001
Plan sponsor
Mitchel Phillips, D.O., Ltd.
EIN
88-0160813
Plan number
002
Location
Las Vegas, NV
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)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$275.7K
Total expenses$143.5K
Benefits paid / distributions$131.2K
Contributions
Employer$42.4K
Participant$61.5K
Full reported line items
Total assets (EOY)
$1,629,386
Net assets (EOY)
$1,629,386
Employer contributions
$42,373
Participant contributions
$61,524
Total income / additions
$275,735
Benefits paid
$131,174
Administrative expenses
$12,375
Total expenses
$143,549
Net increase / (decrease)
$132,186

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004132740NAL0020482272001 cover?
It is the 2023 Form 5500 filing for Mitchel Phillips, D.O., Ltd. 401k Profit Sharing Plan, reported by Mitchel Phillips, D.O., Ltd. (EIN 88-0160813).
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