Aaron Elkowitz, Dmd, P.C. 401k Plan — Form 5500 plan (Aaron Elkowitz, Dmd, P.C.)

Plain-English plan 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, Aaron Elkowitz, Dmd, P.C. 401k Plan is a benefit plan reported by Aaron Elkowitz, Dmd, P.C. under EIN 02-0699134 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,130,679 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,130,679
Participants7Covered participants reported
Assets / participant$161.5KComputed: assets ÷ participants$161,526 (computed)
Provider compensationNone reported
Plan sponsor
Aaron Elkowitz, Dmd, P.C.
EIN
02-0699134
Plan number
001
Plan type
2
Location
Manhasset, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240129084114NAL0012024627001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$210.4K
Total expenses$28.8K
Benefits paid / distributions$28.8K
Contributions
Employer$7.1K
Participant$24.5K
Full reported line items

Net assets

Total assets (EOY)
$1,130,679
Net assets (EOY)
$1,130,679
Net assets (BOY)
$949,065

Income & contributions

Employer contributions
$7,057
Participant contributions
$24,508
Total income / additions
$210,386

Expenses & distributions

Benefits paid
$28,772
Total expenses
$28,772
Net increase / (decrease)
$181,614
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages