2023 Form 5500 filing — Zhang Medical P.C. 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 20241015134021NAL0014739027001) for Zhang Medical P.C. Profit Sharing Plan, reported by Zhang Medical P.C. under EIN 13-4199700 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,154,987
Participants260
Provider compensation$19.9K1 Schedule C row(s)$19,888
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134021NAL0014739027001
Plan sponsor
Zhang Medical P.C.
EIN
13-4199700
Plan number
002
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$965.6K
Total expenses$841.2K
Benefits paid / distributions$811K
Contributions
Employer$128.3K
Participant$281.9K
Full reported line items
Total assets (EOY)
$3,154,987
Total liabilities (EOY)
$0
Net assets (EOY)
$3,154,987
Employer contributions
$128,272
Participant contributions
$281,914
Total income / additions
$965,617
Benefits paid
$811,037
Administrative expenses
$30,129
Total expenses
$841,166
Net increase / (decrease)
$124,451
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $19.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134021NAL0014739027001 cover?
It is the 2023 Form 5500 filing for Zhang Medical P.C. Profit Sharing Plan, reported by Zhang Medical P.C. (EIN 13-4199700).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages