Karl A. Schulz, M.D., Apc Profit Sharing Plan — Form 5500 plan (Karl A. Schulz, M.D. A Professional Corporation)
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, Karl A. Schulz, M.D., Apc Profit Sharing Plan is a benefit plan reported by Karl A. Schulz, M.D. A Professional Corporation under EIN 33-0170909 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $4,940,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Karl A. Schulz, M.D. A Professional Corporation
- EIN
- 33-0170909
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $4,940,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241210121548NAL0007532179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,940,473
- Net assets (EOY)
- $4,940,473
- Net assets (BOY)
- $3,886,117
Income & contributions
- Total income / additions
- $1,054,386
Expenses & distributions
- Administrative expenses
- $30
- Total expenses
- $30
- Net increase / (decrease)
- $1,054,356
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.