Stephen Eric Enriquez, Dmd, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Stephen Eric Enriquez Dmd Pc Enriquez)

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, Stephen Eric Enriquez, Dmd, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Stephen Eric Enriquez Dmd Pc Enriquez under EIN 46-1929804 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $686,973 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$687KPlan net assets, end of year$686,973
Participants8Covered participants reported
Assets / participant$85.9KComputed: assets ÷ participants$85,872 (computed)
Provider compensationNone reported
Plan sponsor
Stephen Eric Enriquez Dmd Pc Enriquez
EIN
46-1929804
Plan number
001
Plan type
2
Location
New Windsor, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238I20241009153006NAL0019533201001
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)$687K total assets
Net assets$687KLiabilities
Money in vs. money out
Total income / additions$108.7K
Total expenses$9.1K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$686,973
Net assets (EOY)
$686,973
Net assets (BOY)
$587,306

Income & contributions

Total income / additions
$108,725

Expenses & distributions

Administrative expenses
$9,058
Total expenses
$9,058
Net increase / (decrease)
$99,667
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.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages