Plan5500

Moshe Benarroch, Dmd, Adc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Moshe Benarroch, Dmd, Adc (EIN 20-0704735) is a plan sponsor located in Valencia, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0704735
Location
Valencia, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,215,321
Total reported assets$4.2M$4,215,321
Total reported participants33
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$546.1K
Participant contributions$72K
Total income / additions$903.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$903.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Moshe Benarroch D.M.D. Cash Balance Plan
Participants per plan17Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Moshe Benarroch D.M.D. Cash Balance Plan$2.8M
    Plan #002 · 13 participants · 2023
  2. 2
    Moshe Benarroch, Dmd Profit Sharing Plan$1.4M
    Plan #001 · 20 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Moshe Benarroch, Dmd, Adc
YearPlanParticipantsSchedulesFiling
2023Moshe Benarroch D.M.D. Cash Balance Plan13I20241010112339NAL0040561426006
2023Moshe Benarroch, Dmd Profit Sharing Plan20I20251010123706NAL0008164609001

Related Form 5500 pages