2023 Form 5500 filing — Moshe Benarroch D.M.D. Cash Balance 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 20241010112339NAL0040561426006) for Moshe Benarroch D.M.D. Cash Balance Plan, reported by Moshe Benarroch, Dmd, Adc under EIN 20-0704735 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,784,212
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010112339NAL0040561426006
Plan sponsor
Moshe Benarroch, Dmd, Adc
EIN
20-0704735
Plan number
002
Location
Valencia, CA
Received date
not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$863.7K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$500K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,784,212
Total liabilities (EOY)
$0
Net assets (EOY)
$2,784,212
Employer contributions
$500,000
Total income / additions
$863,653
Net increase / (decrease)
$863,653

Related Form 5500 pages