2023 Form 5500 filing — Self Directed Profit Sharing Retirement 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 20250422141955NAL0002881091001) for Self Directed Profit Sharing Retirement Plan, reported by Drs Kelley & Mcdowell Pa under EIN 57-0564674 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)$1.1MReported net assets$1,134,644
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250422141955NAL0002881091001
- Plan sponsor
- Drs Kelley & Mcdowell Pa
- EIN
- 57-0564674
- Plan number
- 001
- Location
- Kershaw, SC
- Received date
- not reported in the loaded dataset
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)$1.1M total assets
Net assets$1.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,134,644
- Net assets (EOY)
- $1,134,644
- Total income / additions
- $282,280
- Benefits paid
- $30,330
- Administrative expenses
- $9,884
- Total expenses
- $40,214
- Net increase / (decrease)
- $242,066