2023 Form 5500 filing — Donald P. Gutierrez, Dmd Employees Profit Sharing Plan And Trust

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 20241011114837NAL0022694465001) for Donald P. Gutierrez, Dmd Employees Profit Sharing Plan And Trust, reported by Don P. Gutierrez, Dmd, Pc under EIN 85-0475859 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,698,103
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011114837NAL0022694465001
Plan sponsor
Don P. Gutierrez, Dmd, Pc
EIN
85-0475859
Plan number
001
Location
Albuquerque, NM
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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$321.4K
Total expenses$30.3K
Benefits paid / distributionsNot reported
Contributions
Employer$15.1K
Participant$14.2K
Full reported line items
Total assets (EOY)
$1,698,103
Net assets (EOY)
$1,698,103
Employer contributions
$15,149
Participant contributions
$14,150
Total income / additions
$321,437
Administrative expenses
$29,965
Total expenses
$30,257
Net increase / (decrease)
$291,180

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011114837NAL0022694465001 cover?
It is the 2023 Form 5500 filing for Donald P. Gutierrez, Dmd Employees Profit Sharing Plan And Trust, reported by Don P. Gutierrez, Dmd, Pc (EIN 85-0475859).
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