2023 Form 5500 filing — David T. Van Zant, Dds, Inc. 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 20240506095228NAL0028532592001) for David T. Van Zant, Dds, Inc. 401(K) Plan, reported by David T. Van Zant, Dds, Inc. under EIN 31-1784040 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240506095228NAL0028532592001
Filing year
2023
Form type
2
Plan sponsor
David T. Van Zant, Dds, Inc.
EIN
31-1784040
Plan number
001
Location
Wilmington, OH
Participants
7
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,288,551
Total liabilities (EOY)
$0
Net assets (EOY)
$2,288,551
Employer contributions
$60,902
Participant contributions
$60,507
Total income / additions
$429,212
Benefits paid
$172,059
Administrative expenses
$8,498
Total expenses
$180,557
Net increase / (decrease)
$248,655
Schedule source
Schedule I

Related Form 5500 pages