2023 Form 5500 filing — Fullerton Urology 401(K) 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 20241227155325NAL0014148241001) for Fullerton Urology 401(K) Plan, reported by Marinelli & Feldman, Md'S under EIN 95-3790456 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$63.9KReported net assets$63,912
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241227155325NAL0014148241001
Plan sponsor
Marinelli & Feldman, Md'S
EIN
95-3790456
Plan number
001
Location
Fullerton, 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)$63.9K total assets
Net assets$63.9KLiabilities$0
Money in vs. money out
Total income / additions$32.4K
Total expenses$7.2K
Benefits paid / distributions$6.8K
Contributions
Employer$12.2K
Participant$10.9K
Full reported line items
Total assets (EOY)
$63,912
Total liabilities (EOY)
$0
Net assets (EOY)
$63,912
Employer contributions
$12,170
Participant contributions
$10,890
Total income / additions
$32,422
Benefits paid
$6,790
Administrative expenses
$125
Total expenses
$7,158
Net increase / (decrease)
$25,264

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241227155325NAL0014148241001 cover?
It is the 2023 Form 5500 filing for Fullerton Urology 401(K) Plan, reported by Marinelli & Feldman, Md'S (EIN 95-3790456).
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