2023 Form 5500 filing — Melissa S. Bowler, 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 20240606134130NAL0022235361001) for Melissa S. Bowler, Dds Pc 401k Plan, reported by Melissa S. Bowler, Dds, Pc under EIN 20-4819761 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)$1.4MReported net assets$1,408,587
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606134130NAL0022235361001
Plan sponsor
Melissa S. Bowler, Dds, Pc
EIN
20-4819761
Plan number
001
Location
Collinsville, OK
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)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$251K
Total expenses$9.6K
Benefits paid / distributions$0
Contributions
Employer$16.6K
Participant$63.8K
Full reported line items
Total assets (EOY)
$1,408,587
Net assets (EOY)
$1,408,587
Employer contributions
$16,586
Participant contributions
$63,755
Total income / additions
$250,985
Benefits paid
$0
Administrative expenses
$9,627
Total expenses
$9,627
Net increase / (decrease)
$241,358

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606134130NAL0022235361001 cover?
It is the 2023 Form 5500 filing for Melissa S. Bowler, Dds Pc 401k Plan, reported by Melissa S. Bowler, Dds, Pc (EIN 20-4819761).
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