Garrick Kantzler, M.D., P.A. Profit Sharing Trust — Form 5500 plan (Garrick Kantzler, M.D., 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, Garrick Kantzler, M.D., P.A. Profit Sharing Trust is a benefit plan reported by Garrick Kantzler, M.D., P.A. under EIN 59-1860878 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $6,353,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garrick Kantzler, M.D., P.A.
- EIN
- 59-1860878
- Plan number
- 002
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $6,353,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240708113006NAL0019799632001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,353,589
- Net assets (EOY)
- $6,353,589
- Net assets (BOY)
- $5,895,676
Income & contributions
- Employer contributions
- $83,371
- Total income / additions
- $682,972
Expenses & distributions
- Benefits paid
- $214,917
- Administrative expenses
- $589
- Total expenses
- $225,059
- Net increase / (decrease)
- $457,913
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.