Mario R. Ortega, Md, Faap, Pa Profit Sharing Plan — Form 5500 plan (Mario R. Ortega, Md, Faap, Pa)
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, Mario R. Ortega, Md, Faap, Pa Profit Sharing Plan is a benefit plan reported by Mario R. Ortega, Md, Faap, Pa under EIN 52-1039658 and plan number 002. The latest loaded filing year is 2023. The filing reports 19 participants and $906,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mario R. Ortega, Md, Faap, Pa
- EIN
- 52-1039658
- Plan number
- 002
- Plan type
- 2
- Location
- Kensington, MD
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $906,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20241015142010NAL0029948001001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $906,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $906,744
- Net assets (BOY)
- $954,722
Income & contributions
- Total income / additions
- $12,264
Expenses & distributions
- Benefits paid
- $60,242
- Total expenses
- $60,242
- Net increase / (decrease)
- -$47,978
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.