Alex Bell Dental 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Alex Bell Dental)
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, Alex Bell Dental 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Alex Bell Dental under EIN 34-1964334 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $196,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alex Bell Dental
- EIN
- 34-1964334
- Plan number
- 001
- Plan type
- 2
- Location
- Centerville, OH
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $196,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240410141908NAL0042446050001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $196,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,397
- Net assets (BOY)
- $153,908
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $13,693
- Total income / additions
- $43,357
Expenses & distributions
- Benefits paid
- $673
- Administrative expenses
- $195
- Total expenses
- $868
- Net increase / (decrease)
- $42,489
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.