2023 Form 5500 filing — Todd W. Reeves, Dmd 401(K) 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 20241002084601NAL0003901219001) for Todd W. Reeves, Dmd 401(K) Profit Sharing Plan, reported by Todd W. Reeves, Dmd under EIN 04-3313557 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$731KReported net assets$731,022
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002084601NAL0003901219001
Plan sponsor
Todd W. Reeves, Dmd
EIN
04-3313557
Plan number
001
Location
Marlborough, MA
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)$731K total assets
Net assets$731KLiabilities
Money in vs. money out
Total income / additions$213.1K
Total expenses$937
Benefits paid / distributions$303
Contributions
Employer$10.4K
Participant$54.2K
Full reported line items
Total assets (EOY)
$731,022
Net assets (EOY)
$731,022
Employer contributions
$10,450
Participant contributions
$54,214
Total income / additions
$213,081
Benefits paid
$303
Administrative expenses
$634
Total expenses
$937
Net increase / (decrease)
$212,144

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002084601NAL0003901219001 cover?
It is the 2023 Form 5500 filing for Todd W. Reeves, Dmd 401(K) Profit Sharing Plan, reported by Todd W. Reeves, Dmd (EIN 04-3313557).
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