2023 Form 5500 filing — Matthew Mastrorocco, D.M.D., P.A. Profit Sharing Plan And 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 20240911124912NAL0014303794001) for Matthew Mastrorocco, D.M.D., P.A. Profit Sharing Plan And Trust, reported by Matthew Mastrorocco, D.M.D., P.A. under EIN 82-0562632 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,987,788
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240911124912NAL0014303794001
Plan sponsor
Matthew Mastrorocco, D.M.D., P.A.
EIN
82-0562632
Plan number
001
Location
Hilton Head, SC
Received date
not reported in the loaded dataset
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)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$336K
Total expenses$163K
Benefits paid / distributions$160.2K
Contributions
Employer$18.9K
Participant$51.8K
Full reported line items
Total assets (EOY)
$1,987,788
Total liabilities (EOY)
$0
Net assets (EOY)
$1,987,788
Employer contributions
$18,864
Participant contributions
$51,836
Total income / additions
$336,006
Benefits paid
$160,233
Administrative expenses
$2,805
Total expenses
$163,038
Net increase / (decrease)
$172,968

Related Form 5500 pages