2023 Form 5500 filing — Alison S. Zuccala, Dds 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 20240524084156NAL0012421074001) for Alison S. Zuccala, Dds 401(K) Plan, reported by Alison S. Zuccala, Dds under EIN 16-1558055 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,331,926
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524084156NAL0012421074001
Plan sponsor
Alison S. Zuccala, Dds
EIN
16-1558055
Plan number
001
Location
Orchard Park, NY
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$167.3K
Total expenses$97.8K
Benefits paid / distributions$97.5K
Contributions
Employer$30K
Participant$32.4K
Full reported line items
Total assets (EOY)
$1,331,926
Net assets (EOY)
$1,331,926
Employer contributions
$30,000
Participant contributions
$32,377
Total income / additions
$167,264
Benefits paid
$97,492
Administrative expenses
$347
Total expenses
$97,839
Net increase / (decrease)
$69,425

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524084156NAL0012421074001 cover?
It is the 2023 Form 5500 filing for Alison S. Zuccala, Dds 401(K) Plan, reported by Alison S. Zuccala, Dds (EIN 16-1558055).
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