2023 Form 5500 filing — Josephson-Wallack-Munshower Neurology, P.C. 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 20250711154302NAL0007507889001) for Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan, reported by Josephson-Wallack-Munshower Neurology, P.C. under EIN 35-1898297 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$46.7MReported net assets$46,745,984
Participants264
Provider compensation$84.8K3 Schedule C row(s)$84,803
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250711154302NAL0007507889001
Plan sponsor
Josephson-Wallack-Munshower Neurology, P.C.
EIN
35-1898297
Plan number
001
Location
Indianapolis, IN
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$46.7M total assets
Net assets$46.7MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$962.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$46,745,984
Total liabilities (EOY)
$0
Net assets (EOY)
$46,745,984
Employer contributions
$962,526
Participant contributions
$1,054,779
Total income / additions
$10,517,675
Benefits paid
$1,173,097
Administrative expenses
$121,995
Total expenses
$1,295,092
Net increase / (decrease)
$9,222,583
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $82K
  2. 2
    NONE · Direct $0 · Indirect $2.8K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250711154302NAL0007507889001 cover?
It is the 2023 Form 5500 filing for Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan, reported by Josephson-Wallack-Munshower Neurology, P.C. (EIN 35-1898297).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages