2023 Form 5500 filing — R Mark Mathias Dds Pa 401(K) Profit Sharing Plan & 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 20240521070330NAL0002345649001) for R Mark Mathias Dds Pa 401(K) Profit Sharing Plan & Trust, reported by R Mark Mathias Dds Pa under EIN 59-3728148 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240521070330NAL0002345649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R Mark Mathias Dds Pa
- EIN
- 59-3728148
- Plan number
- 001
- Location
- Deland, FL
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $726,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $726,362
- Employer contributions
- $13,357
- Participant contributions
- $30,710
- Total income / additions
- $140,198
- Benefits paid
- $0
- Administrative expenses
- $8,092
- Total expenses
- $8,092
- Net increase / (decrease)
- $132,106
- Schedule source
- Schedule I