Mark Dulberg, D.C. 401(K) Plan — Form 5500 plan (Mark Dulberg, D.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, Mark Dulberg, D.C. 401(K) Plan is a benefit plan reported by Mark Dulberg, D.C. under EIN 68-0105388 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $3,674,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Dulberg, D.C.
- EIN
- 68-0105388
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,674,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240923115515NAL0011316609001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,674,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,674,892
- Net assets (BOY)
- $2,620,712
Income & contributions
- Employer contributions
- $12,417
- Participant contributions
- $60,000
- Total income / additions
- $1,251,720
Expenses & distributions
- Benefits paid
- $197,540
- Administrative expenses
- $0
- Total expenses
- $197,540
- Net increase / (decrease)
- $1,054,180
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.