2023 Form 5500 filing — Michael E. Lieppman, 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 20241004173255NAL0012549649001) for Michael E. Lieppman, M.D. 401(K) Profit Sharing Plan, reported by Michael E. Lieppman, M.D., Inc. under EIN 95-3361290 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,127,031
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004173255NAL0012549649001
Plan sponsor
Michael E. Lieppman, M.D., Inc.
EIN
95-3361290
Plan number
001
Location
Long Beach, CA
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$173K
Total expenses$109.1K
Benefits paid / distributions$109.1K
Contributions
Employer$35.1K
Participant$15K
Full reported line items
Total assets (EOY)
$3,127,031
Total liabilities (EOY)
$0
Net assets (EOY)
$3,127,031
Employer contributions
$35,106
Participant contributions
$15,000
Total income / additions
$173,010
Benefits paid
$109,076
Administrative expenses
$73
Total expenses
$109,149
Net increase / (decrease)
$63,861

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004173255NAL0012549649001 cover?
It is the 2023 Form 5500 filing for Michael E. Lieppman, M.D. 401(K) Profit Sharing Plan, reported by Michael E. Lieppman, M.D., Inc. (EIN 95-3361290).
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