2023 Form 5500 filing — Jayesh S Patel Dds Pa 401(K) Profit Sharing Plan & Trust
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 20240618153428NAL0004302624001) for Jayesh S Patel Dds Pa 401(K) Profit Sharing Plan & Trust, reported by Jayesh S Patel Dds Pa under EIN 20-3566981 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42.3KReported net assets$42,294
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240618153428NAL0004302624001
- Plan sponsor
- Jayesh S Patel Dds Pa
- EIN
- 20-3566981
- Plan number
- 001
- Location
- Woodway, TX
- Received date
- not reported in the loaded dataset
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)$42.3K total assets
Net assets$42.3KLiabilities$0
Full reported line items
- Total assets (EOY)
- $42,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,294
- Employer contributions
- $17,087
- Participant contributions
- $57,145
- Total income / additions
- -$41,156
- Benefits paid
- $12,157
- Administrative expenses
- $129
- Total expenses
- $12,286
- Net increase / (decrease)
- -$53,442