2023 Form 5500 filing — Dick B. Davenport, D.D.S. Retirement 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 20240507101851NAL0014024899001) for Dick B. Davenport, D.D.S. Retirement Plan, reported by Dick B. Davenport, D.D.S. And Associates under EIN 74-2713118 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240507101851NAL0014024899001
Filing year
2023
Form type
2
Plan sponsor
Dick B. Davenport, D.D.S. And Associates
EIN
74-2713118
Plan number
001
Location
Laredo, TX
Participants
24
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,233,957
Total liabilities (EOY)
$0
Net assets (EOY)
$4,233,957
Employer contributions
$43,083
Participant contributions
$142,461
Total income / additions
$625,359
Benefits paid
$170,451
Administrative expenses
$15,286
Total expenses
$185,737
Net increase / (decrease)
$439,622
Schedule source
Schedule I

Related Form 5500 pages