Amy K Lowe Dds, A Professional Corp 401k Profit Sharing Trust — Form 5500 plan (Amy K Lowe, Dds, Pc)
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, Amy K Lowe Dds, A Professional Corp 401k Profit Sharing Trust is a benefit plan reported by Amy K Lowe, Dds, Pc under EIN 20-4735222 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $911,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amy K Lowe, Dds, Pc
- EIN
- 20-4735222
- Plan number
- 001
- Plan type
- 2
- Location
- Anaconda, MT
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $911,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240806091638NAL0001263955001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $911,797
- Net assets (EOY)
- $911,797
- Net assets (BOY)
- $749,396
Income & contributions
- Employer contributions
- $12,617
- Participant contributions
- $56,627
- Total income / additions
- $169,960
Expenses & distributions
- Administrative expenses
- $7,559
- Total expenses
- $7,559
- Net increase / (decrease)
- $162,401
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.