Plan5500

Charles B Mallin Dds Pc Pension Plan And Trust — 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, Charles B Mallin Dds Pc Pension Plan And Trust (EIN 43-1255308) is a plan sponsor located in Clayton, MO with 1 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
43-1255308
Location
Clayton, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Charles B Mallin Dds Pc Pension Plan And Trust

  • 2 loaded plans hold $6.3M in reported assets.
  • The largest, Charles B Mallin Dds Pc Profit Sharing Plan And Trust, holds 57% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.3MSummed across loaded plans$6,283,092
Total reported assets$6.3M$6,283,092
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.3M total assets
Net assets$6.3MLiabilities—
Contributions & income
Total income / additions$402K
Expenses & distributions
Benefits paid / distributions$501.8K
Total expenses$512.5K
Net increase / (decrease)-$110.6K

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 assets57%Charles B Mallin Dds Pc Profit Sharing Plan And Trust
Participants per plan4Average 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
    Charles B Mallin Dds Pc Profit Sharing Plan And Trust$3.6M
    Plan #001 · 4 participants · 2023
  2. 2
    Charles B Mallin Dds Pc Pension Plan And Trust$2.7M
    Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Charles B Mallin Dds Pc Pension Plan And Trust. Open one for its full reported snapshot.

  1. 2023
    Charles B Mallin Dds Pc Profit Sharing Plan And Trust4 participants · 2Sch I
    View filing →
  2. 2023
    Charles B Mallin Dds Pc Pension Plan And Trust4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charles B Mallin Dds Pc Pension Plan And Trust report on Form 5500?
Charles B Mallin Dds Pc Pension Plan And Trust (EIN 43-1255308) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charles B Mallin Dds Pc Pension Plan And Trust?
The Employer Identification Number (EIN) reported for Charles B Mallin Dds Pc Pension Plan And Trust is 43-1255308.
What is the latest Form 5500 filing year for Charles B Mallin Dds Pc Pension Plan And Trust?
The latest loaded Form 5500 filing year for Charles B Mallin Dds Pc Pension Plan And Trust is 2023.

Related Form 5500 pages