2023 Form 5500 filing — Martin Urban, Dds, LLC 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 20240725130721NAL0008238723001) for Martin Urban, Dds, LLC 401(K) Profit Sharing Plan, reported by Martin Urban, Dds, LLC under EIN 27-3785361 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$148.2KReported net assets$148,231
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725130721NAL0008238723001
Plan sponsor
Martin Urban, Dds, LLC
EIN
27-3785361
Plan number
001
Location
North Grafton, MA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$148.2K total assets
Net assets$148.2KLiabilities
Money in vs. money out
Total income / additions$85.5K
Total expenses$1.6K
Benefits paid / distributionsNot reported
Contributions
Employer$47.9K
Participant$31.5K
Full reported line items
Total assets (EOY)
$148,231
Net assets (EOY)
$148,231
Employer contributions
$47,892
Participant contributions
$31,460
Total income / additions
$85,504
Administrative expenses
$1,593
Total expenses
$1,593
Net increase / (decrease)
$83,911

Related Form 5500 pages