2023 Form 5500 filing — Charles C Wall Dds Pc 401(K) Profit Sharing 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 20240523180008NAL0003035971001) for Charles C Wall Dds Pc 401(K) Profit Sharing Plan, reported by Charles C Wall Dds Pc under EIN 20-0454648 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240523180008NAL0003035971001
Filing year
2023
Form type
2
Plan sponsor
Charles C Wall Dds Pc
EIN
20-0454648
Plan number
001
Location
Holladay, UT
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,592,810
Net assets (EOY)
$2,592,810
Employer contributions
$57,850
Participant contributions
$45,000
Total income / additions
$707,235
Net increase / (decrease)
$707,235
Schedule source
Schedule I

Related Form 5500 pages