Andrew C. Tarkington Dds Pc Money Purchase Plan — Form 5500 plan (Andrew C Tarkington Dds Pc)
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, Andrew C. Tarkington Dds Pc Money Purchase Plan is a benefit plan reported by Andrew C Tarkington Dds Pc under EIN 38-2339818 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,363,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrew C Tarkington Dds Pc
- EIN
- 38-2339818
- Plan number
- 001
- Plan type
- 2
- Location
- Alpena, MI
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,363,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240722074506NAL0006171459001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,363,179
- Net assets (EOY)
- $1,363,179
- Net assets (BOY)
- $1,169,054
Income & contributions
- Employer contributions
- $42,900
- Total income / additions
- $199,600
Expenses & distributions
- Administrative expenses
- $5,475
- Total expenses
- $5,475
- Net increase / (decrease)
- $194,125
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.