Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan — Form 5500 plan (Josephson-Wallack-Munshower Neurology, P.C.)

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, Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan is a benefit plan reported by Josephson-Wallack-Munshower Neurology, P.C. under EIN 35-1898297 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $46,745,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Josephson-Wallack-Munshower Neurology, P.C.
EIN
35-1898297
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
264
End-of-year plan assets
$46,745,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20250711154302NAL0007507889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,745,984
Total liabilities (EOY)
$0
Net assets (EOY)
$46,745,984
Net assets (BOY)
$37,523,401

Income & contributions

Employer contributions
$962,526
Participant contributions
$1,054,779
Total contributions
$2,017,305
Total income / additions
$10,517,675

Expenses & distributions

Benefits paid
$1,173,097
Administrative expenses
$121,995
Total expenses
$1,295,092
Net increase / (decrease)
$9,222,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oxford Financial Group, LtdNONE$81,975not reported in the loaded dataset2023
Fidelity InvestmentsNONE$0$2,8282023
NyhartNONE$0$02023

Related Form 5500 pages