Robert H Felman Md Pa Money Purchase Pension Plan — Form 5500 plan (Robert H. Felman Md 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, Robert H Felman Md Pa Money Purchase Pension Plan is a benefit plan reported by Robert H. Felman Md Pa under EIN 65-0552007 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $103,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert H. Felman Md Pa
- EIN
- 65-0552007
- Plan number
- 002
- Plan type
- 2
- Location
- Venice, FL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $103,135
- Net assets (EOY)
- $103,135
- Net assets (BOY)
- $426,522
Income & contributions
- Total income / additions
- $57,594
Expenses & distributions
- Benefits paid
- $378,863
- Total expenses
- $380,981
- Net increase / (decrease)
- -$323,387
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
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.