Robert H. Felman Md Pa Profit Sharing Plan — Form 5500 plan (Robert H Felman Md Pa Ps)

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, Robert H. Felman Md Pa Profit Sharing Plan is a benefit plan reported by Robert H Felman Md Pa Ps under EIN 65-0552007 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $131,155 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$131.2KPlan net assets, end of year$131,155
Participants3Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,718 (computed)
Provider compensationNone reported
Plan sponsor
Robert H Felman Md Pa Ps
EIN
65-0552007
Plan number
001
Plan type
2
Location
Venice, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3 participants · 2Sch I
    View filing →
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)$131.2K total assets
Net assets$131.2KLiabilities
Money in vs. money out
Total income / additions$15.7K
Total expenses$71.6K
Benefits paid / distributions$71.6K
Full reported line items

Net assets

Total assets (EOY)
$131,155
Net assets (EOY)
$131,155
Net assets (BOY)
$186,990

Income & contributions

Total income / additions
$15,746

Expenses & distributions

Benefits paid
$71,581
Total expenses
$71,581
Net increase / (decrease)
-$55,835
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 assets55%Computed ratio
Benefits paid ÷ total income455%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages