Ann Marie Maggio, Dds — 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, Ann Marie Maggio, Dds (EIN 82-2938596) is a plan sponsor located in Southlake, TX 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
82-2938596
Location
Southlake, TX
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 Ann Marie Maggio, Dds

  • 1 loaded plans hold $547K in reported assets.
  • The largest, Ann Marie Maggio, Dds, Pllc, holds 100% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$547KSummed across loaded plans$547,050
Total reported assets$547K$547,050
Total reported participants10
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$547K total assets
Net assets$547KLiabilities$0
Contributions & income
Employer contributions$37.4K
Participant contributions$38K
Total income / additions$149.2K
Expenses & distributions
Benefits paid / distributions$16.2K
Total expenses$16.2K
Net increase / (decrease)$133K

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%Ann Marie Maggio, Dds, Pllc
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
    Plan #001 · 10 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ann Marie Maggio, Dds. Open one for its full reported snapshot.

  1. 2023
    Ann Marie Maggio, Dds, Pllc10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ann Marie Maggio, Dds report on Form 5500?
Ann Marie Maggio, Dds (EIN 82-2938596) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ann Marie Maggio, Dds?
The Employer Identification Number (EIN) reported for Ann Marie Maggio, Dds is 82-2938596.
What is the latest Form 5500 filing year for Ann Marie Maggio, Dds?
The latest loaded Form 5500 filing year for Ann Marie Maggio, Dds is 2023.

Related Form 5500 pages