2023 Form 5500 filing — Joseph M. Small, D.O., Pc 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 20241112130200NAL0026460400001) for Joseph M. Small, D.O., Pc Profit Sharing Plan, reported by North Campbell Ent. Associates under EIN 86-0336888 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,348,376
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241112130200NAL0026460400001
Plan sponsor
North Campbell Ent. Associates
EIN
86-0336888
Plan number
001
Location
Tucson, AZ
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$280.5K
Total expenses$11.5K
Benefits paid / distributions$11.5K
Contributions
Employer$18K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,348,376
Net assets (EOY)
$1,348,376
Employer contributions
$18,000
Total income / additions
$280,479
Benefits paid
$11,483
Total expenses
$11,483
Net increase / (decrease)
$268,996

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241112130200NAL0026460400001 cover?
It is the 2023 Form 5500 filing for Joseph M. Small, D.O., Pc Profit Sharing Plan, reported by North Campbell Ent. Associates (EIN 86-0336888).
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