Paul E. Andrews Dmd, Pc Profit Sharing Plan — Form 5500 plan (Paul E. Andrews Dmd, Pc)

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 E. Andrews Dmd, Pc Profit Sharing Plan is a benefit plan reported by Paul E. Andrews Dmd, Pc under EIN 84-1391813 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,742,647 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,742,647
Participants4Covered participants reported
Assets / participant$435.7KComputed: assets ÷ participants$435,662 (computed)
Provider compensationNone reported
Plan sponsor
Paul E. Andrews Dmd, Pc
EIN
84-1391813
Plan number
001
Plan type
2
Location
Steamboat Springs, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240911170537NAL0016522674001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$254.2K
Total expenses$18.9K
Benefits paid / distributionsNot reported
Contributions
Employer$70K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,742,647
Net assets (EOY)
$1,742,647
Net assets (BOY)
$1,507,324

Income & contributions

Employer contributions
$70,000
Total income / additions
$254,225

Expenses & distributions

Administrative expenses
$18,902
Total expenses
$18,902
Net increase / (decrease)
$235,323
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages