2023 Form 5500 filing — Daniel L Stambaugh Dmd Pc 401k 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 20240627160533NAL0006480211001) for Daniel L Stambaugh Dmd Pc 401k Profit Sharing Plan, reported by Daniel L Stambaugh Dmd Pc under EIN 93-1153864 and plan number 001. It reports 10 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$1,415,114
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627160533NAL0006480211001
Plan sponsor
Daniel L Stambaugh Dmd Pc
EIN
93-1153864
Plan number
001
Location
Springfield, OR
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$344.4K
Total expenses$192.8K
Benefits paid / distributions$192.8K
Contributions
Employer$22.9K
Participant$103.6K
Full reported line items
Total assets (EOY)
$1,415,114
Net assets (EOY)
$1,415,114
Employer contributions
$22,851
Participant contributions
$103,579
Total income / additions
$344,439
Benefits paid
$192,775
Administrative expenses
$14
Total expenses
$192,789
Net increase / (decrease)
$151,650

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627160533NAL0006480211001 cover?
It is the 2023 Form 5500 filing for Daniel L Stambaugh Dmd Pc 401k Profit Sharing Plan, reported by Daniel L Stambaugh Dmd Pc (EIN 93-1153864).
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