2023 Form 5500 filing — Edward Y. Young, D.D.S. 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 20241023151637NAL0004236481001) for Edward Y. Young, D.D.S. Profit Sharing Plan, reported by Edward Y. Young, D.D.S., Sole Proprietor under EIN 94-1726156 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,452,878
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241023151637NAL0004236481001
Plan sponsor
Edward Y. Young, D.D.S., Sole Proprietor
EIN
94-1726156
Plan number
002
Location
Stockton, 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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$193.8K
Total expenses$71.8K
Benefits paid / distributions$60.1K
Contributions
Employer$21.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,452,878
Net assets (EOY)
$1,452,878
Employer contributions
$21,539
Total income / additions
$193,777
Benefits paid
$60,053
Administrative expenses
$11,733
Total expenses
$71,786
Net increase / (decrease)
$121,991

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241023151637NAL0004236481001 cover?
It is the 2023 Form 5500 filing for Edward Y. Young, D.D.S. Profit Sharing Plan, reported by Edward Y. Young, D.D.S., Sole Proprietor (EIN 94-1726156).
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