2023 Form 5500 filing — Ronald E Duffin Dds Inc 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 20240626182106NAL0009672337001) for Ronald E Duffin Dds Inc 401(K) Profit Sharing Plan & Trust, reported by Ronald E Duffin Dds Inc under EIN 80-0013159 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240626182106NAL0009672337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ronald E Duffin Dds Inc
- EIN
- 80-0013159
- Plan number
- 001
- Location
- Hemet, CA
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,630,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,630,535
- Employer contributions
- $110,598
- Participant contributions
- $69,161
- Total income / additions
- $623,149
- Benefits paid
- $5,750
- Administrative expenses
- $9,142
- Total expenses
- $14,892
- Net increase / (decrease)
- $608,257
- Schedule source
- Schedule I