2023 Form 5500 filing — Robert J. Perreault, Dds, Pc Retirement 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 20240729123820NAL0011034595001) for Robert J. Perreault, Dds, Pc Retirement Plan, reported by Robert J. Perreault, Dds, Pc under EIN 02-0496279 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,074,363
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729123820NAL0011034595001
Plan sponsor
Robert J. Perreault, Dds, Pc
EIN
02-0496279
Plan number
001
Location
Atkinson, NH
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)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions$542K
Total expenses$12.4K
Benefits paid / distributions$12.4K
Contributions
Employer$30.9K
Participant$104.8K
Full reported line items
Total assets (EOY)
$3,074,363
Net assets (EOY)
$3,074,363
Employer contributions
$30,916
Participant contributions
$104,846
Total income / additions
$542,029
Benefits paid
$12,425
Total expenses
$12,425
Net increase / (decrease)
$529,604

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729123820NAL0011034595001 cover?
It is the 2023 Form 5500 filing for Robert J. Perreault, Dds, Pc Retirement Plan, reported by Robert J. Perreault, Dds, Pc (EIN 02-0496279).
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