2023 Form 5500 filing — Justin Russo, Dds, Pa 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 20240828075840NAL0011591057001) for Justin Russo, Dds, Pa 401(K) Profit Sharing Plan & Trust, reported by Justin Russo, Dds, Pa under EIN 82-4280502 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,232,857
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828075840NAL0011591057001
Plan sponsor
Justin Russo, Dds, Pa
EIN
82-4280502
Plan number
001
Location
Raleigh, NC
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$311.2K
Total expenses$7.4K
Benefits paid / distributions$0
Contributions
Employer$64.5K
Participant$87K
Full reported line items
Total assets (EOY)
$1,232,857
Total liabilities (EOY)
$0
Net assets (EOY)
$1,232,857
Employer contributions
$64,495
Participant contributions
$86,975
Total income / additions
$311,239
Benefits paid
$0
Administrative expenses
$4,403
Total expenses
$7,392
Net increase / (decrease)
$303,847

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828075840NAL0011591057001 cover?
It is the 2023 Form 5500 filing for Justin Russo, Dds, Pa 401(K) Profit Sharing Plan & Trust, reported by Justin Russo, Dds, Pa (EIN 82-4280502).
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