2023 Form 5500 filing — Jon Frankel, M.D., P.A. 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 20250421120731NAL0001914851001) for Jon Frankel, M.D., P.A. Profit Sharing Plan And Trust, reported by Jon Frankel, M.D., P.A. under EIN 59-2775377 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250421120731NAL0001914851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jon Frankel, M.D., P.A.
- EIN
- 59-2775377
- Plan number
- 001
- Location
- Inverness, FL
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,377,684
- Total liabilities (EOY)
- $1,282
- Net assets (EOY)
- $1,376,402
- Total income / additions
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $0
- Schedule source
- Schedule I