Barry Morguelan, M.D., Pc Pension Plan — Form 5500 plan (Energy For Success Institute Ltd.)
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, Barry Morguelan, M.D., Pc Pension Plan is a benefit plan reported by Energy For Success Institute Ltd. under EIN 81-4880202 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,085,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Energy For Success Institute Ltd.
- EIN
- 81-4880202
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,085,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241007122952NAL0027419600001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,085,148
- Net assets (EOY)
- $1,085,148
- Net assets (BOY)
- $1,024,980
Income & contributions
- Total income / additions
- $111,499
Expenses & distributions
- Benefits paid
- $42,206
- Total expenses
- $51,331
- Net increase / (decrease)
- $60,168
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.