2023 Form 5500 filing — M & J Martin Dental 401(K) 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 20240325190534NAL0013333424001) for M & J Martin Dental 401(K) Plan, reported by Michael F. Martin, D.D.S. under EIN 39-1545440 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$428KReported net assets$428,001
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240325190534NAL0013333424001
Plan sponsor
Michael F. Martin, D.D.S.
EIN
39-1545440
Plan number
001
Location
South Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$428K total assets
Net assets$428KLiabilities$0
Money in vs. money out
Total income / additions$100.5K
Total expenses$337.1K
Benefits paid / distributions$331.6K
Contributions
Employer$0
Participant$20K
Full reported line items
Total assets (EOY)
$428,001
Total liabilities (EOY)
$0
Net assets (EOY)
$428,001
Employer contributions
$0
Participant contributions
$20,000
Total income / additions
$100,527
Benefits paid
$331,607
Administrative expenses
$5,462
Total expenses
$337,069
Net increase / (decrease)
-$236,542

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240325190534NAL0013333424001 cover?
It is the 2023 Form 5500 filing for M & J Martin Dental 401(K) Plan, reported by Michael F. Martin, D.D.S. (EIN 39-1545440).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages