2023 Form 5500 filing — Uri Levy, Dmd, Pc Defined Benefit 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 20240919102823NAL0005805105001) for Uri Levy, Dmd, Pc Defined Benefit Plan, reported by Dental Arts Alliance LLC under EIN 88-1321400 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,268,159
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240919102823NAL0005805105001
Plan sponsor
Dental Arts Alliance LLC
EIN
88-1321400
Plan number
002
Location
Roslyn, 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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$633.9K
Total expenses$48.6K
Benefits paid / distributions$33.9K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$4,268,159
Total liabilities (EOY)
$0
Net assets (EOY)
$4,268,159
Employer contributions
$0
Participant contributions
$0
Total income / additions
$633,913
Benefits paid
$33,916
Administrative expenses
$14,663
Total expenses
$48,579
Net increase / (decrease)
$585,334

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919102823NAL0005805105001 cover?
It is the 2023 Form 5500 filing for Uri Levy, Dmd, Pc Defined Benefit Plan, reported by Dental Arts Alliance LLC (EIN 88-1321400).
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