2023 Form 5500 filing — Gene W. Grace, D.D.S., P.A. Employees' 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 20241114101105NAL0011203251001) for Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust, reported by Gene W. Grace, D.D.S., P.A. under EIN 57-0832242 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,723,077
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241114101105NAL0011203251001
- Plan sponsor
- Gene W. Grace, D.D.S., P.A.
- EIN
- 57-0832242
- Plan number
- 002
- Location
- Beaufort, SC
- Received date
- not reported in the loaded dataset
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)$4.7M total assets
Net assets$4.7MLiabilities$743
Full reported line items
- Total assets (EOY)
- $4,723,820
- Total liabilities (EOY)
- $743
- Net assets (EOY)
- $4,723,077
- Employer contributions
- $81,144
- Participant contributions
- $55,891
- Total income / additions
- $1,073,749
- Benefits paid
- $137,055
- Administrative expenses
- $0
- Total expenses
- $137,065
- Net increase / (decrease)
- $936,684