2023 Form 5500 filing — Summer Q. Hafar, D.D.S., Inc., Retirement 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 20241007171826NAL0015554257001) for Summer Q. Hafar, D.D.S., Inc., Retirement Plan, reported by Summer Q. Hafar, D.D.S., Inc. under EIN 25-1906193 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)$2.7MReported net assets$2,676,428
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007171826NAL0015554257001
Plan sponsor
Summer Q. Hafar, D.D.S., Inc.
EIN
25-1906193
Plan number
001
Location
Ontario, 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)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$360.2K
Total expenses$7.4K
Benefits paid / distributions$0
Contributions
Employer$85.8K
Participant$0
Full reported line items
Total assets (EOY)
$2,676,428
Net assets (EOY)
$2,676,428
Employer contributions
$85,761
Participant contributions
$0
Total income / additions
$360,194
Benefits paid
$0
Administrative expenses
$7,414
Total expenses
$7,414
Net increase / (decrease)
$352,780

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007171826NAL0015554257001 cover?
It is the 2023 Form 5500 filing for Summer Q. Hafar, D.D.S., Inc., Retirement Plan, reported by Summer Q. Hafar, D.D.S., Inc. (EIN 25-1906193).
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