2023 Form 5500 filing — Cleburne Family Dentistry 401k

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 20240613120954NAL0014510355001) for Cleburne Family Dentistry 401k, reported by Abby Treesh, Dds, Pc under EIN 26-0856819 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240613120954NAL0014510355001
Filing year
2023
Form type
2
Plan sponsor
Abby Treesh, Dds, Pc
EIN
26-0856819
Plan number
001
Location
Cleburne, TX
Participants
13
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,135,533
Total liabilities (EOY)
$0
Net assets (EOY)
$1,135,533
Employer contributions
$21,818
Participant contributions
$68,418
Total income / additions
$292,622
Benefits paid
$4,034
Administrative expenses
$8,172
Total expenses
$12,206
Net increase / (decrease)
$280,416
Schedule source
Schedule I

Related Form 5500 pages