Yorktown Periodontics 401(K) Plan — Form 5500 plan (Yorktown Periodontics)
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, Yorktown Periodontics 401(K) Plan is a benefit plan reported by Yorktown Periodontics under EIN 46-0574621 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $806,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yorktown Periodontics
- EIN
- 46-0574621
- Plan number
- 002
- Plan type
- 2
- Location
- Yorktown, VA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $806,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240519101553NAL0000120275001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $806,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $806,975
- Net assets (BOY)
- $621,625
Income & contributions
- Employer contributions
- $37,569
- Participant contributions
- $38,762
- Total income / additions
- $214,563
Expenses & distributions
- Benefits paid
- $26,843
- Administrative expenses
- $2,370
- Total expenses
- $29,213
- Net increase / (decrease)
- $185,350
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.