2023 Form 5500 filing — David T. Jones, Dds Cash Balance 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 20240522095017NAL0007192194001) for David T. Jones, Dds Cash Balance Plan, reported by David T. Jones, Dds, Pc under EIN 74-3166279 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240522095017NAL0007192194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David T. Jones, Dds, Pc
- EIN
- 74-3166279
- Plan number
- 002
- Location
- Manhasset, NY
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $658,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $658,376
- Employer contributions
- $207,462
- Participant contributions
- $0
- Total income / additions
- $265,620
- Benefits paid
- $0
- Administrative expenses
- $3,594
- Total expenses
- $3,594
- Net increase / (decrease)
- $262,026
- Schedule source
- Schedule I