Dan Drye Dmd Ms LLC 401k Profit Sharing Plan — Form 5500 plan (Dan Drye, Dmd, Ms, LLC)
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, Dan Drye Dmd Ms LLC 401k Profit Sharing Plan is a benefit plan reported by Dan Drye, Dmd, Ms, LLC under EIN 26-3436661 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,287,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dan Drye, Dmd, Ms, LLC
- EIN
- 26-3436661
- Plan number
- 001
- Plan type
- 2
- Location
- Monona, WI
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,287,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240604150200NAL0019753137001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,287,626
- Net assets (EOY)
- $1,287,626
- Net assets (BOY)
- $1,173,040
Income & contributions
- Total income / additions
- $338,025
Expenses & distributions
- Benefits paid
- $221,609
- Total expenses
- $223,439
- Net increase / (decrease)
- $114,586
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.