Mark Werner Md Pc Profit Sharing Plan And Trust — Form 5500 plan (Mark Werner Md Pc)
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 Werner Md Pc Profit Sharing Plan And Trust is a benefit plan reported by Mark Werner Md Pc under EIN 38-2605302 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $1,317,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Werner Md Pc
- EIN
- 38-2605302
- Plan number
- 002
- Plan type
- 2
- Location
- West Bloomfield, MI
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,317,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250515121506NAL0030613296001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,317,595
- Net assets (EOY)
- $1,317,595
- Net assets (BOY)
- $1,381,583
Income & contributions
- Total income / additions
- -$21,367
Expenses & distributions
- Benefits paid
- $42,621
- Total expenses
- $42,621
- Net increase / (decrease)
- -$63,988
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.