2023 Form 5500 filing — Timothy D Conway Dds Pc 401k 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 20240528151200NAL0022071346001) for Timothy D Conway Dds Pc 401k Plan, reported by Timothy D Conway Dds Pc under EIN 39-1715859 and plan number 001. It reports 5 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$1,710,654
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528151200NAL0022071346001
Plan sponsor
Timothy D Conway Dds Pc
EIN
39-1715859
Plan number
001
Location
Kenosha, WI
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
Money in vs. money out
Total income / additions$355.8K
Total expenses$7.3K
Benefits paid / distributionsNot reported
Contributions
Employer$68.2K
Participant$11.8K
Full reported line items
Total assets (EOY)
$1,710,654
Net assets (EOY)
$1,710,654
Employer contributions
$68,235
Participant contributions
$11,834
Total income / additions
$355,797
Total expenses
$7,342
Net increase / (decrease)
$348,455

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528151200NAL0022071346001 cover?
It is the 2023 Form 5500 filing for Timothy D Conway Dds Pc 401k Plan, reported by Timothy D Conway Dds Pc (EIN 39-1715859).
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