2023 Form 5500 filing — Roland J Barnes Dds Profit Sharing Plan Rpr Cl

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 20241008095208NAL0016420993001) for Roland J Barnes Dds Profit Sharing Plan Rpr Cl, reported by Roland J Barnes Dds under EIN 36-3310763 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,649,528
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008095208NAL0016420993001
Plan sponsor
Roland J Barnes Dds
EIN
36-3310763
Plan number
002
Location
Mchenry, IL
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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$908.8K
Total expenses$220
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$3,649,528
Net assets (EOY)
$3,649,528
Total income / additions
$908,843
Total expenses
$220
Net increase / (decrease)
$908,623

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008095208NAL0016420993001 cover?
It is the 2023 Form 5500 filing for Roland J Barnes Dds Profit Sharing Plan Rpr Cl, reported by Roland J Barnes Dds (EIN 36-3310763).
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