2023 Form 5500 filing — John A Linfoot Md Inc 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 20241023163002NAL0005963920001) for John A Linfoot Md Inc Profit Sharing Plan, reported by John A Linfoot Md Inc under EIN 94-2680664 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,109,707
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241023163002NAL0005963920001
Plan sponsor
John A Linfoot Md Inc
EIN
94-2680664
Plan number
002
Location
Orinda, 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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$108.7K
Total expenses$325.2K
Benefits paid / distributions$325.1K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,109,707
Total liabilities (EOY)
$0
Net assets (EOY)
$1,109,707
Employer contributions
$0
Participant contributions
$0
Total income / additions
$108,740
Benefits paid
$325,148
Administrative expenses
$25
Total expenses
$325,173
Net increase / (decrease)
-$216,433

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241023163002NAL0005963920001 cover?
It is the 2023 Form 5500 filing for John A Linfoot Md Inc Profit Sharing Plan, reported by John A Linfoot Md Inc (EIN 94-2680664).
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