2023 Form 5500 filing — Reflections Dental Care 401k

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 20240716120701NAL0002513633001) for Reflections Dental Care 401k, reported by Lance Schmidt, Dds, Pc under EIN 27-0096975 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,171,615
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716120701NAL0002513633001
Plan sponsor
Lance Schmidt, Dds, Pc
EIN
27-0096975
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$390K
Total expenses$20.5K
Benefits paid / distributions$20.1K
Contributions
Employer$26.9K
Participant$73.7K
Full reported line items
Total assets (EOY)
$1,171,615
Total liabilities (EOY)
$0
Net assets (EOY)
$1,171,615
Employer contributions
$26,913
Participant contributions
$73,733
Total income / additions
$390,025
Benefits paid
$20,078
Administrative expenses
$375
Total expenses
$20,453
Net increase / (decrease)
$369,572

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716120701NAL0002513633001 cover?
It is the 2023 Form 5500 filing for Reflections Dental Care 401k, reported by Lance Schmidt, Dds, Pc (EIN 27-0096975).
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