2023 Form 5500 filing — Charles B Mallin Dds Pc 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 20241030105258NAL0000544913001) for Charles B Mallin Dds Pc Profit Sharing Plan And Trust, reported by Charles B Mallin Dds Pc Profit Sharing Plan under EIN 43-1255308 and plan number 001. 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)$3.6MReported net assets$3,565,088
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241030105258NAL0000544913001
Plan sponsor
Charles B Mallin Dds Pc Profit Sharing Plan
EIN
43-1255308
Plan number
001
Location
Clayton, MO
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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$301.9K
Total expenses$146.8K
Benefits paid / distributions$140.6K
Full reported line items
Total assets (EOY)
$3,565,088
Net assets (EOY)
$3,565,088
Total income / additions
$301,850
Benefits paid
$140,571
Administrative expenses
$6,022
Total expenses
$146,799
Net increase / (decrease)
$155,051

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241030105258NAL0000544913001 cover?
It is the 2023 Form 5500 filing for Charles B Mallin Dds Pc Profit Sharing Plan And Trust, reported by Charles B Mallin Dds Pc Profit Sharing Plan (EIN 43-1255308).
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