2023 Form 5500 filing — Kevin Purviance Dmd LLC 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 20240628102557NAL0000290819001) for Kevin Purviance Dmd LLC 401(K) Profit Sharing Plan & Trust, reported by Kevin Purviance Dmd LLC under EIN 26-0455196 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,022,144
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628102557NAL0000290819001
Plan sponsor
Kevin Purviance Dmd LLC
EIN
26-0455196
Plan number
001
Location
West Hartford, CT
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)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$451K
Total expenses$8.6K
Benefits paid / distributions$7.7K
Contributions
Employer$70.7K
Participant$53.6K
Full reported line items
Total assets (EOY)
$2,022,144
Total liabilities (EOY)
$0
Net assets (EOY)
$2,022,144
Employer contributions
$70,663
Participant contributions
$53,636
Total income / additions
$451,026
Benefits paid
$7,739
Administrative expenses
$815
Total expenses
$8,554
Net increase / (decrease)
$442,472

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628102557NAL0000290819001 cover?
It is the 2023 Form 5500 filing for Kevin Purviance Dmd LLC 401(K) Profit Sharing Plan & Trust, reported by Kevin Purviance Dmd LLC (EIN 26-0455196).
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