2023 Form 5500 filing — Charles Patrick Henry D.D.S. Fidelity Money Purchase 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 20240730104411NAL0033974016001) for Charles Patrick Henry D.D.S. Fidelity Money Purchase Plan, reported by Charles Patrick Henry under EIN 42-1166166 and plan number 003. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730104411NAL0033974016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles Patrick Henry
- EIN
- 42-1166166
- Plan number
- 003
- Location
- Ossian, IA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,357
- Net assets (EOY)
- $156,357
- Employer contributions
- $4,800
- Total income / additions
- $11,892
- Total expenses
- $0
- Net increase / (decrease)
- $11,892
- Schedule source
- Schedule I