2023 Form 5500 filing — Gloria De Olarte, M.D., Inc. 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 20241008152939NAL0029090288001) for Gloria De Olarte, M.D., Inc. Profit Sharing Plan, reported by Gloria De Olarte, M.D., Inc. under EIN 95-3661841 and plan number 004. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,220,885
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008152939NAL0029090288001
Plan sponsor
Gloria De Olarte, M.D., Inc.
EIN
95-3661841
Plan number
004
Location
Pasadena, 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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$939.4K
Total expenses$267.5K
Benefits paid / distributions$233.8K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$6,220,885
Total liabilities (EOY)
$0
Net assets (EOY)
$6,220,885
Employer contributions
$0
Participant contributions
$0
Total income / additions
$939,364
Benefits paid
$233,805
Administrative expenses
$33,709
Total expenses
$267,514
Net increase / (decrease)
$671,850

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008152939NAL0029090288001 cover?
It is the 2023 Form 5500 filing for Gloria De Olarte, M.D., Inc. Profit Sharing Plan, reported by Gloria De Olarte, M.D., Inc. (EIN 95-3661841).
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