2023 Form 5500 filing — Aaron Elkowitz, Dmd, P.C. 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240129084114NAL0012024627001) for Aaron Elkowitz, Dmd, P.C. 401k Plan, reported by Aaron Elkowitz, Dmd, P.C. under EIN 02-0699134 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,130,679
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240129084114NAL0012024627001
Plan sponsor
Aaron Elkowitz, Dmd, P.C.
EIN
02-0699134
Plan number
001
Location
Manhasset, NY
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$210.4K
Total expenses$28.8K
Benefits paid / distributions$28.8K
Contributions
Employer$7.1K
Participant$24.5K
Full reported line items
Total assets (EOY)
$1,130,679
Net assets (EOY)
$1,130,679
Employer contributions
$7,057
Participant contributions
$24,508
Total income / additions
$210,386
Benefits paid
$28,772
Total expenses
$28,772
Net increase / (decrease)
$181,614

Related Form 5500 pages