Plan5500

Saad F Habba Md Keogh Plan — Form 5500 plan (Saad F Habba, Md)

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, Saad F Habba Md Keogh Plan is a benefit plan reported by Saad F Habba, Md under EIN 22-2787243 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,426,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saad F Habba, Md
EIN
22-2787243
Plan number
001
Plan type
2
Location
Summit, NJ
Latest filing year
2023
Participants
3
End-of-year plan assets
$2,426,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I, C20241015185940NAL0050989008001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,426,113
Net assets (EOY)
$2,426,113
Net assets (BOY)
$2,333,389

Income & contributions

Employer contributions
$50,179
Total income / additions
$136,331

Expenses & distributions

Benefits paid
$9,085
Administrative expenses
$34,522
Total expenses
$43,607
Net increase / (decrease)
$92,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce. Fenner And SBROKERAGE$34,337$5652023

Related Form 5500 pages