2023 Form 5500 filing — Trung Hoai Nguyen, M.D. Defined Benefit Pension 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 20241014170329NAL0015332755001) for Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan, reported by Trung Hoai Nguyen, M.D. under EIN 77-0102465 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,212,473
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014170329NAL0015332755001
Plan sponsor
Trung Hoai Nguyen, M.D.
EIN
77-0102465
Plan number
003
Location
Los Altos Hills, 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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$133.3K
Total expenses$275K
Benefits paid / distributions$275K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$4,212,473
Total liabilities (EOY)
$0
Net assets (EOY)
$4,212,473
Employer contributions
$0
Participant contributions
$0
Total income / additions
$133,286
Benefits paid
$275,000
Administrative expenses
$0
Total expenses
$275,000
Net increase / (decrease)
-$141,714

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014170329NAL0015332755001 cover?
It is the 2023 Form 5500 filing for Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan, reported by Trung Hoai Nguyen, M.D. (EIN 77-0102465).
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