Robert S. Oliver, D. D. S., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Robert S. Oliver, D.D.S., 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, Robert S. Oliver, D. D. S., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Robert S. Oliver, D.D.S., Inc. under EIN 81-0968543 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,897,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert S. Oliver, D.D.S., Inc.
- EIN
- 81-0968543
- Plan number
- 001
- Plan type
- 2
- Location
- Sebastopol, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $1,897,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240510140208NAL0017615043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,897,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,897,047
- Net assets (BOY)
- $1,953,150
Income & contributions
- Employer contributions
- $48,754
- Participant contributions
- $82,981
- Total income / additions
- $314,639
Expenses & distributions
- Benefits paid
- $370,542
- Administrative expenses
- $200
- Total expenses
- $370,742
- Net increase / (decrease)
- -$56,103
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.