2023 Form 5500 filing — Loftus & Ryu, Mds Pc 401(K) 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 20241015095013NAL0014343827001) for Loftus & Ryu, Mds Pc 401(K) Plan, reported by Loftus & Ryu, Mds Pc under EIN 16-1002704 and plan number 001. It reports 46 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$6,169,668
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015095013NAL0014343827001
Plan sponsor
Loftus & Ryu, Mds Pc
EIN
16-1002704
Plan number
001
Location
Syracuse, 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)$6.2M total assets
Net assets$6.2MLiabilities$6.5K
Money in vs. money out
Total income / additions$1.3M
Total expenses$142.7K
Benefits paid / distributions$104.6K
Contributions
Employer$131.7K
Participant$177.7K
Full reported line items
Total assets (EOY)
$6,176,146
Total liabilities (EOY)
$6,478
Net assets (EOY)
$6,169,668
Employer contributions
$131,684
Participant contributions
$177,696
Total income / additions
$1,266,970
Benefits paid
$104,618
Total expenses
$142,712
Net increase / (decrease)
$1,124,258

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015095013NAL0014343827001 cover?
It is the 2023 Form 5500 filing for Loftus & Ryu, Mds Pc 401(K) Plan, reported by Loftus & Ryu, Mds Pc (EIN 16-1002704).
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