2023 Form 5500 filing — Southborough Dental Associates 401(K) 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 20241125110455NAL0009156000001) for Southborough Dental Associates 401(K) Plan, reported by Southborough Dental Associates under EIN 04-2513666 and plan number 002. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,757,405
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241125110455NAL0009156000001
Plan sponsor
Southborough Dental Associates
EIN
04-2513666
Plan number
002
Location
Southborough, MA
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$158.1K
Participant$122.8K
Full reported line items
Total assets (EOY)
$4,757,405
Total liabilities (EOY)
$0
Net assets (EOY)
$4,757,405
Employer contributions
$158,077
Participant contributions
$122,817
Total income / additions
$1,143,224
Benefits paid
$1,950,879
Administrative expenses
$150
Total expenses
$1,951,029
Net increase / (decrease)
-$807,805

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125110455NAL0009156000001 cover?
It is the 2023 Form 5500 filing for Southborough Dental Associates 401(K) Plan, reported by Southborough Dental Associates (EIN 04-2513666).
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