2023 Form 5500 filing — Richard Lee Dmd Pc Profit Sharing 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 20240912133006NAL0008598721002) for Richard Lee Dmd Pc Profit Sharing Plan, reported by Richard Lee Dmd Pc under EIN 24-4164533 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$205.1KReported net assets$205,066
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912133006NAL0008598721002
Plan sponsor
Richard Lee Dmd Pc
EIN
24-4164533
Plan number
001
Location
Lansdowne, VA
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)$205.1K total assets
Net assets$205.1KLiabilities
Money in vs. money out
Total income / additions$82.6K
Total expenses$13.8K
Benefits paid / distributions$11.9K
Contributions
Employer$32.6K
Participant$32.7K
Full reported line items
Total assets (EOY)
$205,066
Net assets (EOY)
$205,066
Employer contributions
$32,604
Participant contributions
$32,658
Total income / additions
$82,624
Benefits paid
$11,939
Total expenses
$13,776
Net increase / (decrease)
$68,848

Related Form 5500 pages