2023 Form 5500 filing — Palo Alto Dental Group 401(K) 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 20240930184027NAL0005925329001) for Palo Alto Dental Group 401(K) Plan, reported by Wachhorst, Leigh & Meinster, A Dental Corp. under EIN 94-1717072 and plan number 003. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,044,069
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930184027NAL0005925329001
Plan sponsor
Wachhorst, Leigh & Meinster, A Dental Corp.
EIN
94-1717072
Plan number
003
Location
Palo Alto, CA
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)$10M total assets
Net assets$10MLiabilities
Money in vs. money out
Total income / additions$480K
Total expenses$660.3K
Benefits paid / distributions$634.3K
Contributions
Employer$246.7K
Participant$92.8K
Full reported line items
Total assets (EOY)
$10,044,069
Net assets (EOY)
$10,044,069
Employer contributions
$246,680
Participant contributions
$92,763
Total income / additions
$480,000
Benefits paid
$634,284
Administrative expenses
$25,968
Total expenses
$660,252
Net increase / (decrease)
-$180,252

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930184027NAL0005925329001 cover?
It is the 2023 Form 5500 filing for Palo Alto Dental Group 401(K) Plan, reported by Wachhorst, Leigh & Meinster, A Dental Corp. (EIN 94-1717072).
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