2023 Form 5500 filing — Morgan Thomas Cavanaugh Vmd In 401(K) Profit Sharing Plan & Trust
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 20241015112939NAL0014490803001) for Morgan Thomas Cavanaugh Vmd In 401(K) Profit Sharing Plan & Trust, reported by Morgan Thomas Cavanaugh Vmd In under EIN 95-3563974 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112939NAL0014490803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan Thomas Cavanaugh Vmd In
- EIN
- 95-3563974
- Plan number
- 001
- Location
- Studio City, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,394,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,394,886
- Employer contributions
- $223,651
- Participant contributions
- $354,252
- Total income / additions
- $1,106,310
- Benefits paid
- $291,623
- Administrative expenses
- $33,084
- Total expenses
- $324,707
- Net increase / (decrease)
- $781,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | ADVISOR | $18,117 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $14,073 | not reported in the loaded dataset |