2023 Form 5500 filing — Ann Marie Maggio, Dds, Pllc

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 20241015180827NAL0059096018001) for Ann Marie Maggio, Dds, Pllc, reported by Ann Marie Maggio, Dds under EIN 82-2938596 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)$547KReported net assets$547,050
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015180827NAL0059096018001
Plan sponsor
Ann Marie Maggio, Dds
EIN
82-2938596
Plan number
001
Location
Southlake, TX
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)$547K total assets
Net assets$547KLiabilities$0
Money in vs. money out
Total income / additions$149.2K
Total expenses$16.2K
Benefits paid / distributions$16.2K
Contributions
Employer$37.4K
Participant$38K
Full reported line items
Total assets (EOY)
$547,050
Total liabilities (EOY)
$0
Net assets (EOY)
$547,050
Employer contributions
$37,443
Participant contributions
$38,029
Total income / additions
$149,184
Benefits paid
$16,163
Administrative expenses
$0
Total expenses
$16,163
Net increase / (decrease)
$133,021

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015180827NAL0059096018001 cover?
It is the 2023 Form 5500 filing for Ann Marie Maggio, Dds, Pllc, reported by Ann Marie Maggio, Dds (EIN 82-2938596).
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