Michael R. Kelson, D.D.S., Pllc — 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, Michael R. Kelson, D.D.S., Pllc (EIN 91-1683476) is a plan sponsor located in Olympia, WA 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
91-1683476
Location
Olympia, WA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,857,249
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,857,249

Contributions & income

Employer contributions
$132,807
Participant contributions
$0
Total income / additions
$1,177,288

Expenses & distributions

Benefits paid / distributions
$15,184
Total expenses
$15,184
Net increase / (decrease)
$1,162,104

Coverage

Total reported participants
7
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

Michael R. Kelson, D.D.S., Pllc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Michael R. Kelson, D.D.S., Pllc Profit Sharing Plan0017$5,857,2492023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Michael R. Kelson, D.D.S., Pllc
YearPlanParticipantsSchedulesFiling
2023Michael R. Kelson, D.D.S., Pllc Profit Sharing Plan7I20240515094545NAL0048836241001

Related Form 5500 pages