2023 Form 5500 filing — W. Brian Cook, Dmd, Pllc, Profit Sharing And 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 20240312170010NAL0035006081001) for W. Brian Cook, Dmd, Pllc, Profit Sharing And 401(K) Plan, reported by W. Brian Cook, Dmd, Pllc under EIN 46-4503774 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,538,414
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240312170010NAL0035006081001
Plan sponsor
W. Brian Cook, Dmd, Pllc
EIN
46-4503774
Plan number
001
Location
Louisville, KY
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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$145.4K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$8.5K
Participant$30K
Full reported line items
Total assets (EOY)
$1,538,414
Net assets (EOY)
$1,538,414
Employer contributions
$8,548
Participant contributions
$30,000
Total income / additions
$145,380
Net increase / (decrease)
$145,380

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240312170010NAL0035006081001 cover?
It is the 2023 Form 5500 filing for W. Brian Cook, Dmd, Pllc, Profit Sharing And 401(K) Plan, reported by W. Brian Cook, Dmd, Pllc (EIN 46-4503774).
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