2023 Form 5500 filing — Fox Grape Family Dentistry 401k 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 20241008132031NAL0009707235001) for Fox Grape Family Dentistry 401k Profit Sharing Plan, reported by Howard E. Shayne, Dds And Mary Lynn Shayne, Dds, Pc under EIN 43-1732130 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$778.3KReported net assets$778,317
Participants13
Provider compensation$3941 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008132031NAL0009707235001
Plan sponsor
Howard E. Shayne, Dds And Mary Lynn Shayne, Dds, Pc
EIN
43-1732130
Plan number
001
Location
Springfield, MO
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)$778.3K total assets
Net assets$778.3KLiabilities
Money in vs. money out
Total income / additions$378.4K
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$5.9K
Participant$14.4K
Full reported line items
Total assets (EOY)
$778,317
Net assets (EOY)
$778,317
Employer contributions
$5,940
Participant contributions
$14,354
Total income / additions
$378,397
Benefits paid
$1,784,098
Administrative expenses
$16,897
Total expenses
$1,800,995
Net increase / (decrease)
-$1,422,598
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $394 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008132031NAL0009707235001 cover?
It is the 2023 Form 5500 filing for Fox Grape Family Dentistry 401k Profit Sharing Plan, reported by Howard E. Shayne, Dds And Mary Lynn Shayne, Dds, Pc (EIN 43-1732130).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages