David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (David F Young Md Pc)
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, David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by David F Young Md Pc under EIN 93-0813335 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $10,625,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David F Young Md Pc
- EIN
- 93-0813335
- Plan number
- 002
- Plan type
- 2
- Location
- Grants Pass, OR
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $10,625,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20241004125414NAL0012230529001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,625,836
- Net assets (EOY)
- $10,625,836
- Net assets (BOY)
- $9,436,975
Income & contributions
- Employer contributions
- $86,800
- Participant contributions
- $72,400
- Total income / additions
- $1,195,999
Expenses & distributions
- Benefits paid
- $4,535
- Administrative expenses
- $2,603
- Total expenses
- $7,138
- Net increase / (decrease)
- $1,188,861
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.