2023 Form 5500 filing — Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 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 20240507092848NAL0024458995002) for Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(K) Plan, reported by Michelle Dumiller Carlton, Dds, A Professional Dental Corporation under EIN 20-1098041 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240507092848NAL0024458995002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michelle Dumiller Carlton, Dds, A Professional Dental Corporation
- EIN
- 20-1098041
- Plan number
- 001
- Location
- Denham Springs, LA
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,438,854
- Net assets (EOY)
- $1,438,854
- Employer contributions
- $20,109
- Participant contributions
- $53,954
- Total income / additions
- $241,859
- Benefits paid
- $7,869
- Administrative expenses
- $10,420
- Total expenses
- $18,289
- Net increase / (decrease)
- $223,570
- Schedule source
- Schedule I