Robert A. Mecum, M.D., Inc. 401(K) Safe Harbor Profit Sharing Plan — Form 5500 plan (Robert A. Mecum, M.D., Inc.)
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 A. Mecum, M.D., Inc. 401(K) Safe Harbor Profit Sharing Plan is a benefit plan reported by Robert A. Mecum, M.D., Inc. under EIN 95-4832541 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $10,973,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert A. Mecum, M.D., Inc.
- EIN
- 95-4832541
- Plan number
- 002
- Plan type
- 2
- Location
- San Marino, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $10,973,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241006174344NAL0014252945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,973,738
- Net assets (EOY)
- $10,973,738
- Net assets (BOY)
- $9,203,425
Income & contributions
- Employer contributions
- $88,018
- Participant contributions
- $60,000
- Total income / additions
- $1,770,313
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $1,770,313
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.