Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Jasmine M. Gorton, D.M.D., Inc.)

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, Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Jasmine M. Gorton, D.M.D., Inc. under EIN 55-0870462 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $2,357,871 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,340,397
Participants12Covered participants reported
Assets / participant$196.5KComputed: assets ÷ participants$196,489 (computed)
Provider compensationNone reported
Plan sponsor
Jasmine M. Gorton, D.M.D., Inc.
EIN
55-0870462
Plan number
001
Plan type
2
Location
Larkspur, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20241011104948NAL0021704289001
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)$2.4M total assets
Net assets$2.3MLiabilities$17.5K
Money in vs. money out
Total income / additions$434.4K
Total expenses$12.9K
Benefits paid / distributions$0
Contributions
Employer$23.1K
Participant$38.6K
Full reported line items

Net assets

Total assets (EOY)
$2,357,871
Total liabilities (EOY)
$17,474
Net assets (EOY)
$2,340,397
Net assets (BOY)
$1,918,911

Income & contributions

Employer contributions
$23,055
Participant contributions
$38,625
Total income / additions
$434,369

Expenses & distributions

Benefits paid
$0
Administrative expenses
$12,883
Total expenses
$12,883
Net increase / (decrease)
$421,486
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 37%Participant 63%
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