2023 Form 5500 filing — Nial S. Peterson, D.D.S. 401(K) Profit Sharing Plan And Trust
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 20240507091201NAL0013985619001) for Nial S. Peterson, D.D.S. 401(K) Profit Sharing Plan And Trust, reported by Nial S. Peterson, D.D.S. under EIN 39-1573069 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240507091201NAL0013985619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nial S. Peterson, D.D.S.
- EIN
- 39-1573069
- Plan number
- 001
- Location
- Cedarburg, WI
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$2,453
- Benefits paid
- $1,685,913
- Total expenses
- $1,702,397
- Net increase / (decrease)
- -$1,704,850
- Schedule source
- Schedule I