Jon Frankel, M.D., P.A. Profit Sharing Plan And Trust — Form 5500 plan (Jon Frankel, 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, Jon Frankel, M.D., P.A. Profit Sharing Plan And Trust is a benefit plan reported by Jon Frankel, M.D., P.A. under EIN 59-2775377 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,377,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jon Frankel, M.D., P.A.
- EIN
- 59-2775377
- Plan number
- 001
- Plan type
- 2
- Location
- Inverness, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,377,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250421120731NAL0001914851001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,377,684
- Total liabilities (EOY)
- $1,282
- Net assets (EOY)
- $1,376,402
- Net assets (BOY)
- $1,376,402
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.