Werth Family Dental, P.A. 401(K) Plan — Form 5500 plan (Werth Family Dental, P.A.)

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, Werth Family Dental, P.A. 401(K) Plan is a benefit plan reported by Werth Family Dental, P.A. under EIN 84-3354230 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $737,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Werth Family Dental, P.A.
EIN
84-3354230
Plan number
001
Plan type
2
Location
Hays, KS
Latest filing year
2023
Participants
10
End-of-year plan assets
$737,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20240523104145NAL0008119408001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$737,486
Total liabilities (EOY)
$0
Net assets (EOY)
$737,486
Net assets (BOY)
$504,120

Income & contributions

Employer contributions
$56,414
Participant contributions
$66,918
Total income / additions
$237,093

Expenses & distributions

Benefits paid
$3,727
Administrative expenses
$0
Total expenses
$3,727
Net increase / (decrease)
$233,366

Service provider compensation (Schedule C)

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

Related Form 5500 pages