2023 Form 5500 filing — George R. Zehak Dds Pc Employees Profit Sharing 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 20240627093006NAL0014575216003) for George R. Zehak Dds Pc Employees Profit Sharing Plan, reported by George R. Zehak Dds, Pc. under EIN 36-3219702 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,605,505
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627093006NAL0014575216003
Plan sponsor
George R. Zehak Dds, Pc.
EIN
36-3219702
Plan number
001
Location
Oak Brook, IL
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)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$126.6K
Total expenses$20.2K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,605,505
Net assets (EOY)
$2,605,505
Total income / additions
$126,597
Administrative expenses
$20,195
Total expenses
$20,195
Net increase / (decrease)
$106,402

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627093006NAL0014575216003 cover?
It is the 2023 Form 5500 filing for George R. Zehak Dds Pc Employees Profit Sharing Plan, reported by George R. Zehak Dds, Pc. (EIN 36-3219702).
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