2023 Form 5500 filing — K. Clay Ellis, Jr., Dmd 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 20240319070031NAL0000338979001) for K. Clay Ellis, Jr., Dmd Profit Sharing Plan, reported by K. Clay Ellis, Jr., Dmd, LLC under EIN 63-0849901 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240319070031NAL0000338979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K. Clay Ellis, Jr., Dmd, LLC
- EIN
- 63-0849901
- Plan number
- 001
- Location
- Gadsden, AL
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,101,895
- Net assets (EOY)
- $2,101,895
- Employer contributions
- $82,484
- Total income / additions
- $360,641
- Administrative expenses
- $10,511
- Total expenses
- $10,511
- Net increase / (decrease)
- $350,130
- Schedule source
- Schedule I