Jolly Neurological Clinic,P.C. Profit Sharing Plan — Form 5500 plan (Jolly Neurological Clinic, 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, Jolly Neurological Clinic,P.C. Profit Sharing Plan is a benefit plan reported by Jolly Neurological Clinic, P.C. under EIN 38-3103931 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $4,897,427 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,897,427
Participants7Covered participants reported
Assets / participant$699.6KComputed: assets ÷ participants$699,632 (computed)
Provider compensationNone reported
Plan sponsor
Jolly Neurological Clinic, P.C.
EIN
38-3103931
Plan number
001
Plan type
2
Location
Wayne, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20241009144507NAL0018569217005
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities
Money in vs. money out
Total income / additions$940.6K
Total expenses$105.9K
Benefits paid / distributions$105.9K
Full reported line items

Net assets

Total assets (EOY)
$4,897,427
Net assets (EOY)
$4,897,427
Net assets (BOY)
$4,062,743

Income & contributions

Total income / additions
$940,609

Expenses & distributions

Benefits paid
$105,913
Total expenses
$105,925
Net increase / (decrease)
$834,684
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages