Mark V. Sofonio, M.D. Defined Benefit Pension Plan — Form 5500 plan (Mark V. Sofonio, M.D. Inc.)
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, Mark V. Sofonio, M.D. Defined Benefit Pension Plan is a benefit plan reported by Mark V. Sofonio, M.D. Inc. under EIN 26-4008871 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,074,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark V. Sofonio, M.D. Inc.
- EIN
- 26-4008871
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,074,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240826073806NAL0015463696001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,074,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,074,124
- Net assets (BOY)
- $983,130
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $90,994
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $90,994
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.