Peter M. Mowschenson, M. D. Retirement Plan — Form 5500 plan (Peter M. Mowschenson, M.D.)

Plain-English plan 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, Peter M. Mowschenson, M. D. Retirement Plan is a benefit plan reported by Peter M. Mowschenson, M.D. under EIN 04-2733699 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $2,475,449 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.5MPlan net assets, end of year$2,475,449
Participants2Covered participants reported
Assets / participant$1.2MComputed: assets ÷ participants$1,237,725 (computed)
Provider compensationNone reported
Plan sponsor
Peter M. Mowschenson, M.D.
EIN
04-2733699
Plan number
003
Plan type
2
Location
Brookline, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240628080600NAL0000154787001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$478.6K
Total expenses$98.2K
Benefits paid / distributions$84.6K
Contributions
Employer$45.7K
Participant$30K
Full reported line items

Net assets

Total assets (EOY)
$2,475,449
Net assets (EOY)
$2,475,449
Net assets (BOY)
$2,095,040

Income & contributions

Employer contributions
$45,711
Participant contributions
$30,000
Total income / additions
$478,581

Expenses & distributions

Benefits paid
$84,567
Administrative expenses
$13,605
Total expenses
$98,172
Net increase / (decrease)
$380,409
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 60%Participant 40%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages