Holly J Branin Dmd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Holly J Branin Dmd (EIN 27-2375086) is a plan sponsor located in York, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2375086
Location
York, PA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Holly J Branin Dmd

  • 1 loaded plans hold $1.3M in reported assets.
  • The largest, Holly J Branin Dmd 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,324,375
Total reported assets$1.3M$1,324,375
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$8.2K
Participant contributions$44.2K
Total income / additions$436.7K
Expenses & distributions
Benefits paid / distributions$152.9K
Total expenses$154.9K
Net increase / (decrease)$281.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Holly J Branin Dmd 401(K) Profit Sharing Plan & Trust
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 5 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Holly J Branin Dmd. Open one for its full reported snapshot.

  1. 2023
    Holly J Branin Dmd 401(K) Profit Sharing Plan & Trust5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Holly J Branin Dmd report on Form 5500?
Holly J Branin Dmd (EIN 27-2375086) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Holly J Branin Dmd?
The Employer Identification Number (EIN) reported for Holly J Branin Dmd is 27-2375086.
What is the latest Form 5500 filing year for Holly J Branin Dmd?
The latest loaded Form 5500 filing year for Holly J Branin Dmd is 2023.

Related Form 5500 pages