Dr Katie C Julien Dds, Ms, Pa — 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, Dr Katie C Julien Dds, Ms, Pa (EIN 92-0162947) is a plan sponsor located in Big Lake, AK 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
92-0162947
Location
Big Lake, AK
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 Dr Katie C Julien Dds, Ms, Pa

  • 1 loaded plans hold $0 in reported assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Contributions & income
Total income / additions$23.9K
Expenses & distributions
Benefits paid / distributions$612.5K
Total expenses$613.5K
Net increase / (decrease)-$589.6K

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

Participants per plan1Average 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 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dr Katie C Julien Dds, Ms, Pa. Open one for its full reported snapshot.

  1. 2023
    Katie C Julien, Dds, Ms, Pc Profit Sharing 401(K) Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dr Katie C Julien Dds, Ms, Pa report on Form 5500?
Dr Katie C Julien Dds, Ms, Pa (EIN 92-0162947) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dr Katie C Julien Dds, Ms, Pa?
The Employer Identification Number (EIN) reported for Dr Katie C Julien Dds, Ms, Pa is 92-0162947.
What is the latest Form 5500 filing year for Dr Katie C Julien Dds, Ms, Pa?
The latest loaded Form 5500 filing year for Dr Katie C Julien Dds, Ms, Pa is 2023.

Related Form 5500 pages