2023 Form 5500 filing — Bruce Kempken, D.D.S. 401(K) Profit Sharing 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 20240506101200NAL0040569120001) for Bruce Kempken, D.D.S. 401(K) Profit Sharing Plan, reported by Bruce Kempken, D.D.S. under EIN 39-1449192 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$505.5KReported net assets$505,527
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240506101200NAL0040569120001
Plan sponsor
Bruce Kempken, D.D.S.
EIN
39-1449192
Plan number
001
Location
Twin Lakes, WI
Received date
not reported in the loaded dataset
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)$505.5K total assets
Net assets$505.5KLiabilities
Money in vs. money out
Total income / additions$46.6K
Total expenses$4.5K
Benefits paid / distributionsNot reported
Contributions
Employer$6K
Participant$12.3K
Full reported line items
Total assets (EOY)
$505,527
Net assets (EOY)
$505,527
Employer contributions
$5,950
Participant contributions
$12,265
Total income / additions
$46,604
Total expenses
$4,458
Net increase / (decrease)
$42,146

Related Form 5500 pages