2023 Form 5500 filing — Jeremy Jay Sewell Dmd Pc Eqrp 401k

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 20241007210206NAL0007925939001) for Jeremy Jay Sewell Dmd Pc Eqrp 401k, reported by Jeremy Jay Sewell Dmd Pc under EIN 86-1239487 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$344KReported net assets$344,027
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007210206NAL0007925939001
Plan sponsor
Jeremy Jay Sewell Dmd Pc
EIN
86-1239487
Plan number
001
Location
Temecula, 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)$344K total assets
Net assets$344KLiabilities
Money in vs. money out
Total income / additions$118.6K
Total expenses$452
Benefits paid / distributionsNot reported
Contributions
Employer$24.6K
Participant$89.5K
Full reported line items
Total assets (EOY)
$344,027
Net assets (EOY)
$344,027
Employer contributions
$24,645
Participant contributions
$89,526
Total income / additions
$118,563
Administrative expenses
$452
Total expenses
$452
Net increase / (decrease)
$118,111

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007210206NAL0007925939001 cover?
It is the 2023 Form 5500 filing for Jeremy Jay Sewell Dmd Pc Eqrp 401k, reported by Jeremy Jay Sewell Dmd Pc (EIN 86-1239487).
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