2023 Form 5500 filing — Craig R. Jolley, Dmd, Pllc 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 20241008082151NAL0008180819003) for Craig R. Jolley, Dmd, Pllc 401(K) Plan, reported by Craig R. Jolley, Dmd, Pllc 401(K) Plan under EIN 14-1967811 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)$1MReported net assets$1,016,595
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008082151NAL0008180819003
Plan sponsor
Craig R. Jolley, Dmd, Pllc 401(K) Plan
EIN
14-1967811
Plan number
001
Location
Maple Valley, WA
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)$1M total assets
Net assets$1MLiabilities
Money in vs. money out
Total income / additions$181.9K
Total expenses$6.2K
Benefits paid / distributions$0
Contributions
Employer$33.7K
Participant$56.2K
Full reported line items
Total assets (EOY)
$1,016,595
Net assets (EOY)
$1,016,595
Employer contributions
$33,705
Participant contributions
$56,210
Total income / additions
$181,928
Benefits paid
$0
Administrative expenses
$6,160
Total expenses
$6,160
Net increase / (decrease)
$175,768

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008082151NAL0008180819003 cover?
It is the 2023 Form 5500 filing for Craig R. Jolley, Dmd, Pllc 401(K) Plan, reported by Craig R. Jolley, Dmd, Pllc 401(K) Plan (EIN 14-1967811).
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