2023 Form 5500 filing — Southwest Dental Group, P.C. 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 20241015214506NAL0051438816003) for Southwest Dental Group, P.C. Profit Sharing Plan And Trust, reported by Southwest Dental Group, P.C. under EIN 38-2228111 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$137.7KReported net assets$137,675
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015214506NAL0051438816003
Plan sponsor
Southwest Dental Group, P.C.
EIN
38-2228111
Plan number
001
Location
Detroit, MI
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)$137.7K total assets
Net assets$137.7KLiabilities
Money in vs. money out
Total income / additions$41.5K
Total expenses$2.4K
Benefits paid / distributionsNot reported
Contributions
Employer$5K
Participant$12.7K
Full reported line items
Total assets (EOY)
$137,675
Net assets (EOY)
$137,675
Employer contributions
$5,000
Participant contributions
$12,725
Total income / additions
$41,530
Total expenses
$2,374
Net increase / (decrease)
$39,156

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015214506NAL0051438816003 cover?
It is the 2023 Form 5500 filing for Southwest Dental Group, P.C. Profit Sharing Plan And Trust, reported by Southwest Dental Group, P.C. (EIN 38-2228111).
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