2023 Form 5500 filing — John Noe 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 20240726184058NAL0010531043001) for John Noe Dds 401k Profit Sharing Plan, reported by John Noe Dds under EIN 72-1567776 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$971.9KReported net assets$971,883
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726184058NAL0010531043001
Plan sponsor
John Noe Dds
EIN
72-1567776
Plan number
002
Location
Walnut Grove, CA
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)$971.9K total assets
Net assets$971.9KLiabilities$0
Money in vs. money out
Total income / additions$85.2K
Total expenses$422
Benefits paid / distributionsNot reported
Contributions
Employer$6K
Participant$20.6K
Full reported line items
Total assets (EOY)
$971,883
Total liabilities (EOY)
$0
Net assets (EOY)
$971,883
Employer contributions
$6,028
Participant contributions
$20,550
Total income / additions
$85,200
Administrative expenses
$422
Total expenses
$422
Net increase / (decrease)
$84,778

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726184058NAL0010531043001 cover?
It is the 2023 Form 5500 filing for John Noe Dds 401k Profit Sharing Plan, reported by John Noe Dds (EIN 72-1567776).
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