Plan5500

Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan — 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, Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan (EIN 30-0117933) is a plan sponsor located in Montgomery, OH 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
30-0117933
Location
Montgomery, OH
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,715,587
Total reported assets$1.7M$1,744,770
Total reported participants10
Total reported liabilities$29.2K$29,183

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$29.2K
Contributions & income
Employer contributions$22.1K
Participant contributions$70.7K
Total income / additions$260.7K
Expenses & distributions
Benefits paid / distributions$32.7K
Total expenses$32.7K
Net increase / (decrease)$228K

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%Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan
Participants per plan10Average 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
    Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan$1.7M
    Plan #001 · 10 participants · 2023

Search all 1 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan. Open one for its full reported snapshot.

  1. 2023
    Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan10 participants · 2Sch I
    View filing →

Related Form 5500 pages