2023 Form 5500 filing — Amended Charles S. James, D.D.S., Ltd. Pension Plan And 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 20240425120200NAL0010216835004) for Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust, reported by Charles S. James, D.D.S., Ltd. under EIN 36-2693561 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240425120200NAL0010216835004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles S. James, D.D.S., Ltd.
- EIN
- 36-2693561
- Plan number
- 002
- Location
- Lake Bluff, IL
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,570,662
- Total liabilities (EOY)
- $49,180
- Net assets (EOY)
- $2,521,482
- Total income / additions
- $440,374
- Benefits paid
- $184,000
- Total expenses
- $199,478
- Net increase / (decrease)
- $240,896
- Schedule source
- Schedule I