2023 Form 5500 filing — Edward R. Mattie, Dds, P.C. 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 20250410141333NAL0011810659001) for Edward R. Mattie, Dds, P.C. Profit Sharing Plan, reported by Edward R. Mattie, Dds, P.C. under EIN 06-1044479 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$310.6KReported net assets$310,550
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250410141333NAL0011810659001
Plan sponsor
Edward R. Mattie, Dds, P.C.
EIN
06-1044479
Plan number
002
Location
North Haven, CT
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)$310.6K total assets
Net assets$310.6KLiabilities
Money in vs. money out
Total income / additions$26.8K
Total expenses$2.7K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$310,550
Net assets (EOY)
$310,550
Total income / additions
$26,750
Administrative expenses
$2,681
Total expenses
$2,681
Net increase / (decrease)
$24,069

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250410141333NAL0011810659001 cover?
It is the 2023 Form 5500 filing for Edward R. Mattie, Dds, P.C. Profit Sharing Plan, reported by Edward R. Mattie, Dds, P.C. (EIN 06-1044479).
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