2023 Form 5500 filing — Robert C Wells, Dds,Inc Employee 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 20250612141505NAL0014879715002) for Robert C Wells, Dds,Inc Employee Profit Sharing Plan, reported by Robert C. Wells, Dds, Inc. Psp Wells under EIN 73-0983780 and plan number 001. 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)$34.8KReported net assets$34,810
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250612141505NAL0014879715002
Plan sponsor
Robert C. Wells, Dds, Inc. Psp Wells
EIN
73-0983780
Plan number
001
Location
Norman, OK
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)$34.8K total assets
Net assets$34.8KLiabilities
Money in vs. money out
Total income / additions$1.4K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Full reported line items
Total assets (EOY)
$34,810
Net assets (EOY)
$34,810
Total income / additions
$1,366
Benefits paid
$1,346,281
Administrative expenses
$1,726
Total expenses
$1,348,007
Net increase / (decrease)
-$1,346,641

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612141505NAL0014879715002 cover?
It is the 2023 Form 5500 filing for Robert C Wells, Dds,Inc Employee Profit Sharing Plan, reported by Robert C. Wells, Dds, Inc. Psp Wells (EIN 73-0983780).
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