Melodie Phillips, Md, LLC 401k Plan — Form 5500 plan (Melodie Phillips, M.D., LLC)
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, Melodie Phillips, Md, LLC 401k Plan is a benefit plan reported by Melodie Phillips, M.D., LLC under EIN 26-2361539 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $512,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melodie Phillips, M.D., LLC
- EIN
- 26-2361539
- Plan number
- 001
- Plan type
- 2
- Location
- Fairlawn, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $512,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240723180200NAL0026624514001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $512,841
- Net assets (EOY)
- $512,841
- Net assets (BOY)
- $452,597
Income & contributions
- Employer contributions
- $11,196
- Participant contributions
- $15,983
- Total income / additions
- $60,244
Expenses & distributions
- Net increase / (decrease)
- $60,244
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.