2023 Form 5500 filing — Jerome C. Kayatta, D. D. S. , P. A. Retirement 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 20240220121236NAL0000689505001) for Jerome C. Kayatta, D. D. S. , P. A. Retirement Plan, reported by Jerome C. Kayatta, D.D.S., P.A. under EIN 51-0242125 and plan number 003. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240220121236NAL0000689505001
Plan sponsor
Jerome C. Kayatta, D.D.S., P.A.
EIN
51-0242125
Plan number
003
Location
Newark, DE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$542.7K
Total expenses$5.4M
Benefits paid / distributions$5.4M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$542,743
Benefits paid
$5,360,005
Administrative expenses
$25,598
Total expenses
$5,385,603
Net increase / (decrease)
-$4,842,860

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240220121236NAL0000689505001 cover?
It is the 2023 Form 5500 filing for Jerome C. Kayatta, D. D. S. , P. A. Retirement Plan, reported by Jerome C. Kayatta, D.D.S., P.A. (EIN 51-0242125).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages