John A. Mitamura, M.D. Cash Balance Plan — Form 5500 plan (John A. Mitamura, 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, John A. Mitamura, M.D. Cash Balance Plan is a benefit plan reported by John A. Mitamura, M.D. under EIN 13-3535026 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $1,720,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John A. Mitamura, M.D.
- EIN
- 13-3535026
- Plan number
- 002
- Plan type
- 2
- Location
- Dobbs Ferry, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,720,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240930143024NAL0003320691001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,720,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,720,609
- Net assets (BOY)
- $1,468,569
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $271,207
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $19,167
- Total expenses
- $19,167
- Net increase / (decrease)
- $252,040
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.