2023 Form 5500 filing — James H Brodsky Md Pc 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 20241008230933NAL0036226306001) for James H Brodsky Md Pc Profit Sharing Plan, reported by James H. Brodsky M.D., P.C. under EIN 52-1232621 and plan number 002. 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)$5.9MReported net assets$5,882,792
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008230933NAL0036226306001
Plan sponsor
James H. Brodsky M.D., P.C.
EIN
52-1232621
Plan number
002
Location
Chevy Chase, MD
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)$5.9M total assets
Net assets$5.9MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$200.1K
Benefits paid / distributions$200K
Contributions
Employer$11.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,882,792
Net assets (EOY)
$5,882,792
Employer contributions
$11,736
Total income / additions
$1,500,109
Benefits paid
$200,000
Administrative expenses
$98
Total expenses
$200,098
Net increase / (decrease)
$1,300,011

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008230933NAL0036226306001 cover?
It is the 2023 Form 5500 filing for James H Brodsky Md Pc Profit Sharing Plan, reported by James H. Brodsky M.D., P.C. (EIN 52-1232621).
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