Berni & Culligan Dentistry, Ltd. Safe Harbor 401(K) Plan — Form 5500 plan (David R. Berni, 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, Berni & Culligan Dentistry, Ltd. Safe Harbor 401(K) Plan is a benefit plan reported by David R. Berni, D.D.S, Ltd. under EIN 36-2846048 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,558,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David R. Berni, D.D.S, Ltd.
- EIN
- 36-2846048
- Plan number
- 001
- Plan type
- 2
- Location
- Harwood Heights, IL
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,558,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241028091506NAL0001982819001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,558,532
- Net assets (EOY)
- $1,558,532
- Net assets (BOY)
- $1,341,217
Income & contributions
- Employer contributions
- $41,070
- Participant contributions
- $76,850
- Total income / additions
- $398,620
Expenses & distributions
- Benefits paid
- $180,995
- Total expenses
- $181,305
- Net increase / (decrease)
- $217,315
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.