Phillip Z.H. Kaw, A Dental Corporation Retirement Plan — Form 5500 plan (Phillip Z.H. Kaw, A Dental Corporation)
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, Phillip Z.H. Kaw, A Dental Corporation Retirement Plan is a benefit plan reported by Phillip Z.H. Kaw, A Dental Corporation under EIN 95-4491983 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $1,390,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillip Z.H. Kaw, A Dental Corporation
- EIN
- 95-4491983
- Plan number
- 003
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,390,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241006195332NAL0015203281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,390,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,390,293
- Net assets (BOY)
- $1,367,804
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $54,468
Expenses & distributions
- Benefits paid
- $31,979
- Administrative expenses
- $0
- Total expenses
- $31,979
- Net increase / (decrease)
- $22,489
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.