James C. Lisak, M.D. Money Purchase Keogh Plan — Form 5500 plan (James C. Lisak, 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, James C. Lisak, M.D. Money Purchase Keogh Plan is a benefit plan reported by James C. Lisak, M.D. under EIN 04-2965446 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $390,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James C. Lisak, M.D.
- EIN
- 04-2965446
- Plan number
- 002
- Plan type
- 2
- Location
- North Dartmouth, MA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $390,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240725090632NAL0014200689001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $390,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $390,946
- Net assets (BOY)
- $368,149
Income & contributions
- Employer contributions
- $4,800
- Participant contributions
- $0
- Total income / additions
- $22,797
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $22,797
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.