Cleburne Family Dentistry 401k — Form 5500 plan (Abby Treesh, 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, Cleburne Family Dentistry 401k is a benefit plan reported by Abby Treesh, Dds, Pc under EIN 26-0856819 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,135,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abby Treesh, Dds, Pc
- EIN
- 26-0856819
- Plan number
- 001
- Plan type
- 2
- Location
- Cleburne, TX
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,135,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240613120954NAL0014510355001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,135,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,135,533
- Net assets (BOY)
- $855,117
Income & contributions
- Employer contributions
- $21,818
- Participant contributions
- $68,418
- Total income / additions
- $292,622
Expenses & distributions
- Benefits paid
- $4,034
- Administrative expenses
- $8,172
- Total expenses
- $12,206
- Net increase / (decrease)
- $280,416
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.