2023 Form 5500 filing — Michael G. Kennedy, Md Pc Profit Sharing Plan And Trust

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 20241210103505NAL0006302643001) for Michael G. Kennedy, Md Pc Profit Sharing Plan And Trust, reported by Michael G. Kennedy, Md Pc under EIN 04-2837106 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,706,104
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241210103505NAL0006302643001
Plan sponsor
Michael G. Kennedy, Md Pc
EIN
04-2837106
Plan number
001
Location
Natick, MA
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)$3.7M total assets
Net assets$3.7MLiabilities
Money in vs. money out
Total income / additions$698.2K
Total expenses$25.4K
Benefits paid / distributionsNot reported
Contributions
Employer$66K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,706,104
Net assets (EOY)
$3,706,104
Employer contributions
$66,000
Total income / additions
$698,191
Administrative expenses
$25,368
Total expenses
$25,368
Net increase / (decrease)
$672,823

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241210103505NAL0006302643001 cover?
It is the 2023 Form 5500 filing for Michael G. Kennedy, Md Pc Profit Sharing Plan And Trust, reported by Michael G. Kennedy, Md Pc (EIN 04-2837106).
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