Plan5500

Martin Urban, Dds, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Martin Urban, Dds, 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, Martin Urban, Dds, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Martin Urban, Dds, LLC under EIN 27-3785361 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $148,231 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$148.2KPlan net assets, end of year$148,231
Participants3Covered participants reported
Assets / participant$49.4KComputed: assets ÷ participants$49,410 (computed)
Provider compensationNone reported
Plan sponsor
Martin Urban, Dds, LLC
EIN
27-3785361
Plan number
001
Plan type
2
Location
North Grafton, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3 participants · 2Sch I
    View filing →
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)$148.2K total assets
Net assets$148.2KLiabilities—
Money in vs. money out
Total income / additions$85.5K
Total expenses$1.6K
Benefits paid / distributionsNot reported
Contributions
Employer$47.9K
Participant$31.5K
Full reported line items

Net assets

Total assets (EOY)
$148,231
Net assets (EOY)
$148,231
Net assets (BOY)
$64,320

Income & contributions

Employer contributions
$47,892
Participant contributions
$31,460
Total income / additions
$85,504

Expenses & distributions

Administrative expenses
$1,593
Total expenses
$1,593
Net increase / (decrease)
$83,911
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 60%Participant 40%
Total expenses ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages