Anthony M. Laboe, D.D.S., M.S., P.C. 401(K) Plan — Form 5500 plan (Anthony M. Laboe, D.D.S., M.S., P.C.)

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, Anthony M. Laboe, D.D.S., M.S., P.C. 401(K) Plan is a benefit plan reported by Anthony M. Laboe, D.D.S., M.S., P.C. under EIN 32-0078009 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $2,268,987 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,268,987
Participants11Covered participants reported
Assets / participant$206.3KComputed: assets ÷ participants$206,272 (computed)
Provider compensationNone reported
Plan sponsor
Anthony M. Laboe, D.D.S., M.S., P.C.
EIN
32-0078009
Plan number
001
Plan type
2
Location
Monroe, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20241014095454NAL0045534144001
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$500.7K
Total expenses$176.7K
Benefits paid / distributions$147.3K
Contributions
Employer$68.5K
Participant$73.4K
Full reported line items

Net assets

Total assets (EOY)
$2,268,987
Total liabilities (EOY)
$0
Net assets (EOY)
$2,268,987
Net assets (BOY)
$1,945,057

Income & contributions

Employer contributions
$68,454
Participant contributions
$73,386
Total income / additions
$500,670

Expenses & distributions

Benefits paid
$147,266
Administrative expenses
$29,474
Total expenses
$176,740
Net increase / (decrease)
$323,930
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 48%Participant 52%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages