Alexander And Martin Dds 401(K) Profit Sharing Plan — Form 5500 plan (Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc)
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, Alexander And Martin Dds 401(K) Profit Sharing Plan is a benefit plan reported by Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc under EIN 80-0818929 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $1,374,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc
- EIN
- 80-0818929
- Plan number
- 001
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $1,374,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240814111203NAL0011687089001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,374,497
- Net assets (EOY)
- $1,374,497
- Net assets (BOY)
- $931,592
Income & contributions
- Employer contributions
- $144,288
- Participant contributions
- $160,250
- Total income / additions
- $471,180
Expenses & distributions
- Benefits paid
- $22,983
- Administrative expenses
- $5,292
- Total expenses
- $28,275
- Net increase / (decrease)
- $442,905
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.