2023 Form 5500 filing — Dr. Neil Elliott, D.C., P.C. Profit Sharing Plan And 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 20241008120343NAL0016580497001) for Dr. Neil Elliott, D.C., P.C. Profit Sharing Plan And Trust, reported by Neil Elliott, D.C., P.C. under EIN 36-3448159 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,735,450
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008120343NAL0016580497001
Plan sponsor
Neil Elliott, D.C., P.C.
EIN
36-3448159
Plan number
001
Location
Park Ridge, IL
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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$444.7K
Total expenses$300.7K
Benefits paid / distributions$288.3K
Full reported line items
Total assets (EOY)
$1,735,450
Net assets (EOY)
$1,735,450
Total income / additions
$444,665
Benefits paid
$288,250
Administrative expenses
$12,424
Total expenses
$300,674
Net increase / (decrease)
$143,991

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008120343NAL0016580497001 cover?
It is the 2023 Form 5500 filing for Dr. Neil Elliott, D.C., P.C. Profit Sharing Plan And Trust, reported by Neil Elliott, D.C., P.C. (EIN 36-3448159).
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