2023 Form 5500 filing — Brent C. Norman, M.D., 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 20241125114013NAL0004630449001) for Brent C. Norman, M.D., Inc. Profit Sharing Plan, reported by Brent C. Norman, M.D., Inc. under EIN 33-0521123 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)$2MReported net assets$2,020,303
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241125114013NAL0004630449001
Plan sponsor
Brent C. Norman, M.D., Inc.
EIN
33-0521123
Plan number
001
Location
San Clemente, 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)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$142.3K
Total expenses$9.6K
Benefits paid / distributions$9.6K
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,020,303
Net assets (EOY)
$2,020,303
Employer contributions
$0
Total income / additions
$142,325
Benefits paid
$9,575
Total expenses
$9,575
Net increase / (decrease)
$132,750

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125114013NAL0004630449001 cover?
It is the 2023 Form 5500 filing for Brent C. Norman, M.D., Inc. Profit Sharing Plan, reported by Brent C. Norman, M.D., Inc. (EIN 33-0521123).
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