Mysore S Shivaram Mdsc Profit Sharing Plan — Form 5500 plan (Mysore S Shivaram Mdsc)

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, Mysore S Shivaram Mdsc Profit Sharing Plan is a benefit plan reported by Mysore S Shivaram Mdsc under EIN 39-1377635 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $5,126,971 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,126,971
Participants3Covered participants reported
Assets / participant$1.7MComputed: assets ÷ participants$1,708,990 (computed)
Provider compensationNone reported
Plan sponsor
Mysore S Shivaram Mdsc
EIN
39-1377635
Plan number
001
Plan type
2
Location
Franklin, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241003145956NAL0019905890001
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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$144.8K
Benefits paid / distributions$144.8K
Full reported line items

Net assets

Total assets (EOY)
$5,126,971
Net assets (EOY)
$5,126,971
Net assets (BOY)
$4,166,292

Income & contributions

Total income / additions
$1,105,522

Expenses & distributions

Benefits paid
$144,843
Total expenses
$144,843
Net increase / (decrease)
$960,679
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 assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages