2023 Form 5500 filing — Periodontal & Implant Dentistr 401(K) Profit Sharing Plan & Trust

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 20240422201936NAL0011932465001) for Periodontal & Implant Dentistr 401(K) Profit Sharing Plan & Trust, reported by Periodontal & Implant Dentistr under EIN 65-1041952 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$109.3KReported net assets$109,259
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240422201936NAL0011932465001
Plan sponsor
Periodontal & Implant Dentistr
EIN
65-1041952
Plan number
001
Location
Naples, FL
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)$109.3K total assets
Net assets$109.3KLiabilities$0
Money in vs. money out
Total income / additions$8K
Total expenses$1K
Benefits paid / distributions$629
Contributions
Employer$0
Participant$22.2K
Full reported line items
Total assets (EOY)
$109,259
Total liabilities (EOY)
$0
Net assets (EOY)
$109,259
Employer contributions
$0
Participant contributions
$22,180
Total income / additions
$7,962
Benefits paid
$629
Administrative expenses
$391
Total expenses
$1,020
Net increase / (decrease)
$6,942

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240422201936NAL0011932465001 cover?
It is the 2023 Form 5500 filing for Periodontal & Implant Dentistr 401(K) Profit Sharing Plan & Trust, reported by Periodontal & Implant Dentistr (EIN 65-1041952).
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