Michael R. Savona, M.D., A Sole Proprietorship, Profit Sharing Plan — Form 5500 plan (Michael R. Savona, M.D., A Sole Proprietorship)
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, Michael R. Savona, M.D., A Sole Proprietorship, Profit Sharing Plan is a benefit plan reported by Michael R. Savona, M.D., A Sole Proprietorship under EIN 65-1281738 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,031,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael R. Savona, M.D., A Sole Proprietorship
- EIN
- 65-1281738
- Plan number
- 001
- Plan type
- 2
- Location
- Wailuku, HI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,031,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241015195302NAL0029540689001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,031,803
- Total liabilities (EOY)
- $5,088
- Net assets (EOY)
- $2,026,715
- Net assets (BOY)
- $1,879,346
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $239,789
Expenses & distributions
- Benefits paid
- $77,695
- Administrative expenses
- $14,725
- Total expenses
- $92,420
- Net increase / (decrease)
- $147,369
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.