H. John Feldman, P. A. Retirement Plan — Form 5500 plan (H. John Feldman, P.A.)
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, H. John Feldman, P. A. Retirement Plan is a benefit plan reported by H. John Feldman, P.A. under EIN 47-4631781 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $7,793,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. John Feldman, P.A.
- EIN
- 47-4631781
- Plan number
- 002
- Plan type
- 2
- Location
- Leesburg, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $7,793,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240503130654NAL0020224003001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,793,461
- Total liabilities (EOY)
- $28,046
- Net assets (EOY)
- $7,765,415
- Net assets (BOY)
- $7,038,227
Income & contributions
- Employer contributions
- $29,789
- Participant contributions
- $60,000
- Total income / additions
- $727,188
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $727,188
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.