2023 Form 5500 filing — Arlene H Markowitz Md Retirement 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 20241011110202NAL0022624273008) for Arlene H Markowitz Md Retirement Plan, reported by Arlene H Markowitz under EIN 13-3918862 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,445,205
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011110202NAL0022624273008
Plan sponsor
Arlene H Markowitz
EIN
13-3918862
Plan number
001
Location
New York, NY
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)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$97.5K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$20K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,445,205
Net assets (EOY)
$3,445,205
Employer contributions
$20,000
Total income / additions
$97,507
Net increase / (decrease)
$97,507

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110202NAL0022624273008 cover?
It is the 2023 Form 5500 filing for Arlene H Markowitz Md Retirement Plan, reported by Arlene H Markowitz (EIN 13-3918862).
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