Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing — Form 5500 plan (Veronica Taylor-Williams, Md, Dds, Pa)

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, Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing is a benefit plan reported by Veronica Taylor-Williams, Md, Dds, Pa under EIN 11-3777012 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $258,404 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veronica Taylor-Williams, Md, Dds, Pa
EIN
11-3777012
Plan number
001
Plan type
2
Location
Jacksonville, NC
Latest filing year
2023
Participants
9
End-of-year plan assets
$258,404

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20240729212847NAL0030859552001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$258,404
Net assets (EOY)
$258,404
Net assets (BOY)
$235,113

Income & contributions

Total income / additions
$34,806

Expenses & distributions

Benefits paid
$10,079
Administrative expenses
$1,436
Total expenses
$11,515
Net increase / (decrease)
$23,291

Service provider compensation (Schedule C)

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

Related Form 5500 pages