B J Aday Dds Pc 401(K) And Profit Sharing Plan — Form 5500 plan (B. Joe Aday D.D.S., P.C.)
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, B J Aday Dds Pc 401(K) And Profit Sharing Plan is a benefit plan reported by B. Joe Aday D.D.S., P.C. under EIN 85-0294892 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,184,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B. Joe Aday D.D.S., P.C.
- EIN
- 85-0294892
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,184,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240729111509NAL0019257569004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,184,325
- Total liabilities (EOY)
- $283,034
- Net assets (EOY)
- $2,901,291
- Net assets (BOY)
- $2,829,079
Income & contributions
- Total income / additions
- $166,473
Expenses & distributions
- Benefits paid
- $94,261
- Total expenses
- $94,261
- Net increase / (decrease)
- $72,212
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.