2023 Form 5500 filing — Angela Leung, D. D. S. , P. C. Defined Benefit Pension 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 20241012133241NAL0047701474001) for Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan And Trust, reported by Angela Leung, D.D.S., Pc under EIN 94-3372893 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,979,771
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241012133241NAL0047701474001
Plan sponsor
Angela Leung, D.D.S., Pc
EIN
94-3372893
Plan number
001
Location
South San Francisco, 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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$133.6K
Total expenses$222.5K
Benefits paid / distributions$114.8K
Full reported line items
Total assets (EOY)
$3,979,771
Total liabilities (EOY)
$0
Net assets (EOY)
$3,979,771
Total income / additions
$133,630
Benefits paid
$114,840
Total expenses
$222,495
Net increase / (decrease)
-$88,865

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012133241NAL0047701474001 cover?
It is the 2023 Form 5500 filing for Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan And Trust, reported by Angela Leung, D.D.S., Pc (EIN 94-3372893).
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