401(k)
2023 plan-year 401(k) DOL Form 5500

Joel Shebowich, Md Flexible 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Joel Shebowich, M.D., P.C. · Colorado · Healthcare & Social Assistance

What the 2023 filing shows

Joel Shebowich, Md Flexible 401(k) Plan holds N/A for 18 participants.

N/A
total plan assets (2023 EOY)
18
covered participants
Total Assets (2023)
N/A
Participants
18
State
Industry
Healthcare & Social Assistance

What the Filing Says About Joel Shebowich, Md Flexible 401(k) Plan

Joel Shebowich, Md Flexible 401(k) Plan is a 401(k) retirement plan sponsored by Joel Shebowich, M.D., P.C., headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 18 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 010660524, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN010660524
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel Shebowich, M.D., P.C.)

Year Plans Participants Total Assets
2022 1 18 N/A
2023 1 18 N/A

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Frequently Asked Questions

How much money is in the Joel Shebowich, Md Flexible 401(k) Plan?
As of the 2023 Form 5500 filing, Joel Shebowich, Md Flexible 401(k) Plan holds N/A in total assets with 18 participants. It is sponsored by Joel Shebowich, M.D., P.C..
What type of plan is Joel Shebowich, Md Flexible 401(k) Plan?
Joel Shebowich, Md Flexible 401(k) Plan is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 010660524.
Who sponsors the Joel Shebowich, Md Flexible 401(k) Plan?
Joel Shebowich, Md Flexible 401(k) Plan is sponsored by Joel Shebowich, M.D., P.C., located in Colorado. The sponsor's EIN is 010660524 and the plan operates in the Healthcare & Social Assistance industry.
How did Joel Shebowich, Md Flexible 401(k) Plan perform in 2023?
Joel Shebowich, Md Flexible 401(k) Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Joel Shebowich, Md Flexible 401(k) Plan?
Official Form 5500 filings for Joel Shebowich, Md Flexible 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010660524 or plan name at efast.dol.gov.
How does Joel Shebowich, Md Flexible 401(k) Plan compare to other plans?
You can compare Joel Shebowich, Md Flexible 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 010660524.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.