2023 Form 5500 filing — Anthony C Broccoli, Dmd, Inc. Profit Sharing 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 20240310073006NAL0032861633001) for Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan, reported by Anthony C. Broccoli, Dmd, Inc. under EIN 04-2456440 and plan number 002. 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)$3.9MReported net assets$3,885,270
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240310073006NAL0032861633001
Plan sponsor
Anthony C. Broccoli, Dmd, Inc.
EIN
04-2456440
Plan number
002
Location
Andover, MA
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.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities
Money in vs. money out
Total income / additions$686.8K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$13.8K
Participant$74.9K
Full reported line items
Total assets (EOY)
$3,885,270
Net assets (EOY)
$3,885,270
Employer contributions
$13,817
Participant contributions
$74,910
Total income / additions
$686,814
Net increase / (decrease)
$686,814

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240310073006NAL0032861633001 cover?
It is the 2023 Form 5500 filing for Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan, reported by Anthony C. Broccoli, Dmd, Inc. (EIN 04-2456440).
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