Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust — Form 5500 plan (Charles S. James, D.D.S., Ltd.)
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, Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust is a benefit plan reported by Charles S. James, D.D.S., Ltd. under EIN 36-2693561 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,570,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles S. James, D.D.S., Ltd.
- EIN
- 36-2693561
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Bluff, IL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,570,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240425120200NAL0010216835004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,570,662
- Total liabilities (EOY)
- $49,180
- Net assets (EOY)
- $2,521,482
- Net assets (BOY)
- $2,280,586
Income & contributions
- Total income / additions
- $440,374
Expenses & distributions
- Benefits paid
- $184,000
- Total expenses
- $199,478
- Net increase / (decrease)
- $240,896
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.