2023 Form 5500 filing — Carmen A Gatta Dmd Pc 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 20240725125235NAL0022443840001) for Carmen A Gatta Dmd Pc 401(K) Profit Sharing Plan & Trust, reported by Carmen A Gatta Dmd Pc under EIN 20-3668844 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240725125235NAL0022443840001
Filing year
2023
Form type
2
Plan sponsor
Carmen A Gatta Dmd Pc
EIN
20-3668844
Plan number
001
Location
Suffern, NY
Participants
9
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,713,070
Total liabilities (EOY)
$0
Net assets (EOY)
$1,713,070
Employer contributions
$87,733
Participant contributions
$59,176
Total income / additions
$332,777
Benefits paid
$0
Administrative expenses
$14,990
Total expenses
$14,990
Net increase / (decrease)
$317,787
Schedule source
Schedule I

Related Form 5500 pages