2023 Form 5500 filing — David Travis, Dds, Pc Safe Harbor 401(K) 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 20240301090007NAL0008892339002) for David Travis, Dds, Pc Safe Harbor 401(K) Plan, reported by David Travis, D.D.S., P.C. under EIN 62-1116085 and plan number 002. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240301090007NAL0008892339002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Travis, D.D.S., P.C.
- EIN
- 62-1116085
- Plan number
- 002
- Location
- Paris, TN
- Participants
- 14
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $648,021
- Net assets (EOY)
- $648,021
- Employer contributions
- $224,042
- Participant contributions
- $17,227
- Total income / additions
- $344,489
- Benefits paid
- $4,356
- Total expenses
- $4,356
- Net increase / (decrease)
- $340,133
- Schedule source
- Schedule I