2023 Form 5500 filing — Daniel E. Mertz, D.D.S., Inc. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240304131428NAL0023167665001) for Daniel E. Mertz, D.D.S., Inc. Profit Sharing Plan, reported by Daniel E. Mertz, D.D.S., A Professional Corporation under EIN 47-3283164 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240304131428NAL0023167665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel E. Mertz, D.D.S., A Professional Corporation
- EIN
- 47-3283164
- Plan number
- 002
- Location
- College Place, WA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $622,176
- Net assets (EOY)
- $622,176
- Employer contributions
- $0
- Total income / additions
- $58,699
- Benefits paid
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $58,699
- Schedule source
- Schedule I