2023 Form 5500 filing — V. Shannon Haynes, D.D.S. 401(K) 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 20241011200459NAL0012900755001) for V. Shannon Haynes, D.D.S. 401(K) Profit Sharing Plan, reported by V. Shannon Haynes, D.D.S., Inc. under EIN 47-1184101 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,385,062
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011200459NAL0012900755001
Plan sponsor
V. Shannon Haynes, D.D.S., Inc.
EIN
47-1184101
Plan number
001
Location
Walnut Creek, CA
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)$3.4M total assets
Net assets$3.4MLiabilities$2.1K
Money in vs. money out
Total income / additions$1.4M
Total expenses$50.9K
Benefits paid / distributions$50.9K
Contributions
Employer$0
Participant$77.4K
Full reported line items
Total assets (EOY)
$3,387,125
Total liabilities (EOY)
$2,063
Net assets (EOY)
$3,385,062
Employer contributions
$0
Participant contributions
$77,353
Total income / additions
$1,355,149
Benefits paid
$50,942
Total expenses
$50,942
Net increase / (decrease)
$1,304,207

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011200459NAL0012900755001 cover?
It is the 2023 Form 5500 filing for V. Shannon Haynes, D.D.S. 401(K) Profit Sharing Plan, reported by V. Shannon Haynes, D.D.S., Inc. (EIN 47-1184101).
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