2023 Form 5500 filing — Petree And Seibert Family Dentistry, P.C. 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 20240613102721NAL0030377009001) for Petree And Seibert Family Dentistry, P.C. 401(K) Plan, reported by Petree And Seibert Family Dentistry, P.C. under EIN 58-2215233 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240613102721NAL0030377009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petree And Seibert Family Dentistry, P.C.
- EIN
- 58-2215233
- Plan number
- 001
- Location
- Winder, GA
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,658,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,658,560
- Employer contributions
- $36,700
- Participant contributions
- $126,095
- Total income / additions
- $877,034
- Benefits paid
- $14,492
- Administrative expenses
- $100
- Total expenses
- $14,592
- Net increase / (decrease)
- $862,442
- Schedule source
- Schedule I