2023 Form 5500 filing — Bradley S. Mitchell, Dds, Pllc 401(K)

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 20240716112828NAL0001704979003) for Bradley S. Mitchell, Dds, Pllc 401(K), reported by Bradley S. Mitchell, Dds under EIN 47-1019146 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)$546.4KReported net assets$546,421
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716112828NAL0001704979003
Plan sponsor
Bradley S. Mitchell, Dds
EIN
47-1019146
Plan number
001
Location
Oklahoma City, OK
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)$546.4K total assets
Net assets$546.4KLiabilities
Money in vs. money out
Total income / additions$118.9K
Total expenses$25.7K
Benefits paid / distributions$25.3K
Contributions
Employer$14K
Participant$51.5K
Full reported line items
Total assets (EOY)
$546,421
Net assets (EOY)
$546,421
Employer contributions
$14,001
Participant contributions
$51,492
Total income / additions
$118,909
Benefits paid
$25,253
Administrative expenses
$455
Total expenses
$25,708
Net increase / (decrease)
$93,201

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716112828NAL0001704979003 cover?
It is the 2023 Form 5500 filing for Bradley S. Mitchell, Dds, Pllc 401(K), reported by Bradley S. Mitchell, Dds (EIN 47-1019146).
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