2023 Form 5500 filing — Rey Martinez Dds Pc 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 20240502110200NAL0027711233001) for Rey Martinez Dds Pc 401(K) Plan, reported by Rey Martinez Dds Pc under EIN 36-4063385 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)$913.1KReported net assets$913,135
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240502110200NAL0027711233001
Plan sponsor
Rey Martinez Dds Pc
EIN
36-4063385
Plan number
002
Location
Third Lake, IL
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)$913.1K total assets
Net assets$913.1KLiabilities
Money in vs. money out
Total income / additions$223.2K
Total expenses$1.1K
Benefits paid / distributions$1.1K
Contributions
Employer$55.7K
Participant$67.6K
Full reported line items
Total assets (EOY)
$913,135
Net assets (EOY)
$913,135
Employer contributions
$55,708
Participant contributions
$67,571
Total income / additions
$223,204
Benefits paid
$1,059
Total expenses
$1,059
Net increase / (decrease)
$222,145

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240502110200NAL0027711233001 cover?
It is the 2023 Form 5500 filing for Rey Martinez Dds Pc 401(K) Plan, reported by Rey Martinez Dds Pc (EIN 36-4063385).
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