2023 Form 5500 filing — Sharon Richens, M.D. Defined Benefit 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 20241007104210NAL0031500482001) for Sharon Richens, M.D. Defined Benefit Plan, reported by Sharon Richens, M.D. Eye Physician And Surgeon under EIN 87-0675814 and plan number 002. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241007104210NAL0031500482001
Filing year
2023
Form type
2
Plan sponsor
Sharon Richens, M.D. Eye Physician And Surgeon
EIN
87-0675814
Plan number
002
Location
St. George, UT
Participants
62
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,871,651
Total liabilities (EOY)
$0
Net assets (EOY)
$3,871,651
Employer contributions
$0
Participant contributions
$0
Total income / additions
$446,643
Benefits paid
$43,597
Administrative expenses
$0
Total expenses
$43,597
Net increase / (decrease)
$403,046
Schedule source
Schedule I

Related Form 5500 pages