2023 Form 5500 filing — Dr. Lawrence S. Brannon 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 20241009124930NAL0032661008001) for Dr. Lawrence S. Brannon 401(K) Plan, reported by Lawrence S. Brannon, Dmd, Pc under EIN 54-2035981 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,492,836
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009124930NAL0032661008001
Plan sponsor
Lawrence S. Brannon, Dmd, Pc
EIN
54-2035981
Plan number
001
Location
Charlottesville, VA
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$201K
Total expenses$9.1K
Benefits paid / distributions$2.2K
Contributions
Employer$13.4K
Participant$35.7K
Full reported line items
Total assets (EOY)
$1,492,836
Total liabilities (EOY)
$0
Net assets (EOY)
$1,492,836
Employer contributions
$13,397
Participant contributions
$35,700
Total income / additions
$201,027
Benefits paid
$2,203
Administrative expenses
$6,917
Total expenses
$9,120
Net increase / (decrease)
$191,907

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009124930NAL0032661008001 cover?
It is the 2023 Form 5500 filing for Dr. Lawrence S. Brannon 401(K) Plan, reported by Lawrence S. Brannon, Dmd, Pc (EIN 54-2035981).
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