2023 Form 5500 filing — David Grischkan Md Inc Money Purchase 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 20251106110008NAL0025416242001) for David Grischkan Md Inc Money Purchase Plan And Trust, reported by David Grischkan Md Inc under EIN 34-1309677 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251106110008NAL0025416242001
Plan sponsor
David Grischkan Md Inc
EIN
34-1309677
Plan number
001
Location
Beachwood, OH
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.

Money in vs. money out
Total income / additions$83.4K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$83,361
Benefits paid
$1,337,995
Total expenses
$1,337,995
Net increase / (decrease)
-$1,254,634

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251106110008NAL0025416242001 cover?
It is the 2023 Form 5500 filing for David Grischkan Md Inc Money Purchase Plan And Trust, reported by David Grischkan Md Inc (EIN 34-1309677).
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