2023 Form 5500 filing — Paul G. Wilke, Dds 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 20241004104148NAL0019471040001) for Paul G. Wilke, Dds Profit Sharing Plan, reported by Paul G. Wilke, Dds under EIN 74-2118715 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,470,681
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004104148NAL0019471040001
Plan sponsor
Paul G. Wilke, Dds
EIN
74-2118715
Plan number
001
Location
San Antonio, TX
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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$308.6K
Total expenses$136
Benefits paid / distributionsNot reported
Contributions
Employer$187.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,470,681
Net assets (EOY)
$1,470,681
Employer contributions
$187,788
Total income / additions
$308,648
Administrative expenses
$136
Total expenses
$136
Net increase / (decrease)
$308,512

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004104148NAL0019471040001 cover?
It is the 2023 Form 5500 filing for Paul G. Wilke, Dds Profit Sharing Plan, reported by Paul G. Wilke, Dds (EIN 74-2118715).
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