Paul Mayberry, D.D.S. Profit Sharing Plan & Trust — Form 5500 plan (Paul Mayberry, D.D.S.)
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, Paul Mayberry, D.D.S. Profit Sharing Plan & Trust is a benefit plan reported by Paul Mayberry, D.D.S. under EIN 77-0039952 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,793,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul Mayberry, D.D.S.
- EIN
- 77-0039952
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgecrest, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,793,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20241015112233NAL0029387809001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,793,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,793,655
- Net assets (BOY)
- $2,443,274
Income & contributions
- Employer contributions
- $43,350
- Participant contributions
- $0
- Total income / additions
- -$161,635
Expenses & distributions
- Benefits paid
- $481,065
- Administrative expenses
- $6,919
- Total expenses
- $487,984
- Net increase / (decrease)
- -$649,619
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.