Petree And Seibert Family Dentistry, P.C. 401(K) Plan — Form 5500 plan (Petree And Seibert Family Dentistry, 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, Petree And Seibert Family Dentistry, P.C. 401(K) Plan is a benefit plan reported by Petree And Seibert Family Dentistry, P.C. under EIN 58-2215233 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $4,658,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petree And Seibert Family Dentistry, P.C.
- EIN
- 58-2215233
- Plan number
- 001
- Plan type
- 2
- Location
- Winder, GA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $4,658,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240613102721NAL0030377009001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,658,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,658,560
- Net assets (BOY)
- $3,796,118
Income & contributions
- Employer contributions
- $36,700
- Participant contributions
- $126,095
- Total income / additions
- $877,034
Expenses & distributions
- Benefits paid
- $14,492
- Administrative expenses
- $100
- Total expenses
- $14,592
- Net increase / (decrease)
- $862,442
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.