2023 Form 5500 filing — David Scott Jones Md Pc 401(K) 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 20241122110836NAL0003361986001) for David Scott Jones Md Pc 401(K) Profit Sharing Plan, reported by David Scott Jones Md Pc under EIN 93-0719097 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241122110836NAL0003361986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Scott Jones Md Pc
- EIN
- 93-0719097
- Plan number
- 001
- Location
- Ashland, OR
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,535,261
- Net assets (EOY)
- $1,535,261
- Total income / additions
- $293,256
- Benefits paid
- $58,221
- Administrative expenses
- $8,182
- Total expenses
- $66,403
- Net increase / (decrease)
- $226,853
- Schedule source
- Schedule I