B. Joe Aday D.D.S., P.C. — 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, B. Joe Aday D.D.S., P.C. (EIN 85-0294892) is a plan sponsor located in Las Cruces, NM 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
85-0294892
Location
Las Cruces, NM
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,184,325
Total reported liabilities (EOY)
$283,034
Total reported net assets (EOY)
$2,901,291

Contributions & income

Total income / additions
$166,473

Expenses & distributions

Benefits paid / distributions
$94,261
Total expenses
$94,261
Net increase / (decrease)
$72,212

Coverage

Total reported participants
2
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

B. Joe Aday D.D.S., P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
B J Aday Dds Pc 401(K) And Profit Sharing Plan0012$3,184,3252023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for B. Joe Aday D.D.S., P.C.
YearPlanParticipantsSchedulesFiling
2023B J Aday Dds Pc 401(K) And Profit Sharing Plan2I20240729111509NAL0019257569004

Related Form 5500 pages