2023 Form 5500 filing — Allen S Garai D D S 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 20240802153833NAL0016088195001) for Allen S Garai D D S 401(K) Profit Sharing Plan & Trust, reported by Allen S Garai D D S under EIN 54-1772545 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,133,528
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802153833NAL0016088195001
Plan sponsor
Allen S Garai D D S
EIN
54-1772545
Plan number
002
Location
Vienna, VA
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$315.8K
Total expenses$48.8K
Benefits paid / distributions$48.5K
Contributions
Employer$16.6K
Participant$71.5K
Full reported line items
Total assets (EOY)
$2,133,528
Total liabilities (EOY)
$0
Net assets (EOY)
$2,133,528
Employer contributions
$16,601
Participant contributions
$71,542
Total income / additions
$315,847
Benefits paid
$48,540
Administrative expenses
$295
Total expenses
$48,835
Net increase / (decrease)
$267,012

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802153833NAL0016088195001 cover?
It is the 2023 Form 5500 filing for Allen S Garai D D S 401(K) Profit Sharing Plan & Trust, reported by Allen S Garai D D S (EIN 54-1772545).
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