2023 Form 5500 filing — Joseph Quevedo, Dds Pc 401(K) 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 20240904211512NAL0011372147001) for Joseph Quevedo, Dds Pc 401(K) Retirement Plan, reported by Joseph Vincent Quevedo, Dds Pc under EIN 20-8413353 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$3,015,551
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240904211512NAL0011372147001
Plan sponsor
Joseph Vincent Quevedo, Dds Pc
EIN
20-8413353
Plan number
001
Location
Rochester, NY
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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$536.1K
Total expenses$8.8K
Benefits paid / distributions$0
Contributions
Employer$31.9K
Participant$66.3K
Full reported line items
Total assets (EOY)
$3,015,551
Total liabilities (EOY)
$0
Net assets (EOY)
$3,015,551
Employer contributions
$31,950
Participant contributions
$66,261
Total income / additions
$536,071
Benefits paid
$0
Administrative expenses
$8,811
Total expenses
$8,811
Net increase / (decrease)
$527,260

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904211512NAL0011372147001 cover?
It is the 2023 Form 5500 filing for Joseph Quevedo, Dds Pc 401(K) Retirement Plan, reported by Joseph Vincent Quevedo, Dds Pc (EIN 20-8413353).
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