2023 Form 5500 filing — Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing

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 20240729212847NAL0030859552001) for Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing, reported by Veronica Taylor-Williams, Md, Dds, Pa under EIN 11-3777012 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240729212847NAL0030859552001
Filing year
2023
Form type
2
Plan sponsor
Veronica Taylor-Williams, Md, Dds, Pa
EIN
11-3777012
Plan number
001
Location
Jacksonville, NC
Participants
9
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$258,404
Net assets (EOY)
$258,404
Total income / additions
$34,806
Benefits paid
$10,079
Administrative expenses
$1,436
Total expenses
$11,515
Net increase / (decrease)
$23,291
Schedule source
Schedule I

Related Form 5500 pages