2023 Form 5500 filing — Thomas R. Zacher Dds 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 20240705131200NAL0006037699001) for Thomas R. Zacher Dds 401k Profit Sharing Plan, reported by Thomas R. Zacher Dds under EIN 34-1536528 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,298,964
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705131200NAL0006037699001
Plan sponsor
Thomas R. Zacher Dds
EIN
34-1536528
Plan number
001
Location
Vermilion, OH
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)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$149.1K
Total expenses$258.3K
Benefits paid / distributions$248.4K
Full reported line items
Total assets (EOY)
$1,298,964
Net assets (EOY)
$1,298,964
Total income / additions
$149,119
Benefits paid
$248,368
Total expenses
$258,278
Net increase / (decrease)
-$109,159

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705131200NAL0006037699001 cover?
It is the 2023 Form 5500 filing for Thomas R. Zacher Dds 401k Profit Sharing Plan, reported by Thomas R. Zacher Dds (EIN 34-1536528).
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