2023 Form 5500 filing — Oakland Colon & Rectal Associates, P.C. Employees' 401(K) 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 20250714111723NAL0000963345001) for Oakland Colon & Rectal Associates, P.C. Employees' 401(K) Profit Sharing Plan, reported by Oakland Colon & Rectal Associates, P.C. under EIN 38-1899403 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,178,175
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250714111723NAL0000963345001
Plan sponsor
Oakland Colon & Rectal Associates, P.C.
EIN
38-1899403
Plan number
001
Location
Royal Oak, MI
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)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$11.3K
Benefits paid / distributions$600
Contributions
Employer$111.1K
Participant$96.1K
Full reported line items
Total assets (EOY)
$3,178,175
Net assets (EOY)
$3,178,175
Employer contributions
$111,058
Participant contributions
$96,077
Total income / additions
$1,026,870
Benefits paid
$600
Administrative expenses
$174
Total expenses
$11,255
Net increase / (decrease)
$1,015,615

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714111723NAL0000963345001 cover?
It is the 2023 Form 5500 filing for Oakland Colon & Rectal Associates, P.C. Employees' 401(K) Profit Sharing Plan, reported by Oakland Colon & Rectal Associates, P.C. (EIN 38-1899403).
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