2023 Form 5500 filing — Smith & Bailey Dental, LLC 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 20240422104506NAL0019464738001) for Smith & Bailey Dental, LLC 401(K) Plan, reported by Smith & Bailey Dental, LLC under EIN 46-1761803 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,338,368
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240422104506NAL0019464738001
Plan sponsor
Smith & Bailey Dental, LLC
EIN
46-1761803
Plan number
001
Location
Rainbow City, AL
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$328.8K
Total expenses$4.2K
Benefits paid / distributions$4.2K
Contributions
Employer$28.7K
Participant$99.8K
Full reported line items
Total assets (EOY)
$1,338,368
Net assets (EOY)
$1,338,368
Employer contributions
$28,689
Participant contributions
$99,789
Total income / additions
$328,836
Benefits paid
$4,154
Total expenses
$4,154
Net increase / (decrease)
$324,682

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240422104506NAL0019464738001 cover?
It is the 2023 Form 5500 filing for Smith & Bailey Dental, LLC 401(K) Plan, reported by Smith & Bailey Dental, LLC (EIN 46-1761803).
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