Plan5500

Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Tony Philip Vertongen, D.D.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, Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Tony Philip Vertongen, D.D.S., P.C. under EIN 45-3233256 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $1,096,859 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,096,859
Participants9Covered participants reported
Assets / participant$121.9KComputed: assets ÷ participants$121,873 (computed)
Provider compensationNone reported
Plan sponsor
Tony Philip Vertongen, D.D.S., P.C.
EIN
45-3233256
Plan number
002
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9 participants · 2Sch I
    View filing →
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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$344.9K
Total expenses$65.6K
Benefits paid / distributions$65.6K
Contributions
Employer$33.3K
Participant$67.2K
Full reported line items

Net assets

Total assets (EOY)
$1,096,859
Total liabilities (EOY)
$0
Net assets (EOY)
$1,096,859
Net assets (BOY)
$817,576

Income & contributions

Employer contributions
$33,252
Participant contributions
$67,200
Total income / additions
$344,875

Expenses & distributions

Benefits paid
$65,592
Total expenses
$65,592
Net increase / (decrease)
$279,283
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 33%Participant 67%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan?
Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan is reported as sponsored by Tony Philip Vertongen, D.D.S., P.C. (EIN 45-3233256, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan is 2023.
How many participants does Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan report?
Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan reports 9 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan?
Tony Vertongen, Dds, Pc 401(K) Profit Sharing Plan reports $1,096,859 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages