2023 Form 5500 filing — Perry Dental, Ltd. 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 20240523080712NAL0008756272001) for Perry Dental, Ltd. 401(K) Plan, reported by Perry Dental, Ltd under EIN 41-1829101 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,663,601
Participants29
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523080712NAL0008756272001
Plan sponsor
Perry Dental, Ltd
EIN
41-1829101
Plan number
001
Location
Wabasha, MN
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$564.5K
Total expenses$258.6K
Benefits paid / distributions$255.6K
Contributions
Employer$64K
Participant$223.1K
Full reported line items
Total assets (EOY)
$1,663,601
Total liabilities (EOY)
$0
Net assets (EOY)
$1,663,601
Employer contributions
$63,996
Participant contributions
$223,123
Total income / additions
$564,494
Benefits paid
$255,628
Administrative expenses
$2,966
Total expenses
$258,594
Net increase / (decrease)
$305,900

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523080712NAL0008756272001 cover?
It is the 2023 Form 5500 filing for Perry Dental, Ltd. 401(K) Plan, reported by Perry Dental, Ltd (EIN 41-1829101).
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