2023 Form 5500 filing — Joseph R. Meek, D.D.S., Pc 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 20241014155433NAL0015249491001) for Joseph R. Meek, D.D.S., Pc 401(K) Plan, reported by Joseph R. Meek, D.D.S., Pc under EIN 35-2137444 and plan number 002. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$915.5KReported net assets$915,529
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014155433NAL0015249491001
Plan sponsor
Joseph R. Meek, D.D.S., Pc
EIN
35-2137444
Plan number
002
Location
Bargersville, IN
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)$915.5K total assets
Net assets$915.5KLiabilities$0
Money in vs. money out
Total income / additions$218.2K
Total expenses$367K
Benefits paid / distributions$367K
Contributions
Employer$101K
Participant$68.6K
Full reported line items
Total assets (EOY)
$915,529
Total liabilities (EOY)
$0
Net assets (EOY)
$915,529
Employer contributions
$100,978
Participant contributions
$68,562
Total income / additions
$218,155
Benefits paid
$367,033
Administrative expenses
$0
Total expenses
$367,033
Net increase / (decrease)
-$148,878

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014155433NAL0015249491001 cover?
It is the 2023 Form 5500 filing for Joseph R. Meek, D.D.S., Pc 401(K) Plan, reported by Joseph R. Meek, D.D.S., Pc (EIN 35-2137444).
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