2023 Form 5500 filing — Saad F Habba Md Keogh 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 20241015185940NAL0050989008001) for Saad F Habba Md Keogh Plan, reported by Saad F Habba, Md under EIN 22-2787243 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185940NAL0050989008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saad F Habba, Md
- EIN
- 22-2787243
- Plan number
- 001
- Location
- Summit, NJ
- Participants
- 3
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,426,113
- Net assets (EOY)
- $2,426,113
- Employer contributions
- $50,179
- Total income / additions
- $136,331
- Benefits paid
- $9,085
- Administrative expenses
- $34,522
- Total expenses
- $43,607
- Net increase / (decrease)
- $92,724
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce. Fenner And S | BROKERAGE | $34,337 | $565 |