2023 Form 5500 filing — Donald J Pfotenhauer Dds Pc Employees' 401(K) Profit Sharing Plan And 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 20240726170009NAL0016436305001) for Donald J Pfotenhauer Dds Pc Employees' 401(K) Profit Sharing Plan And Trust, reported by Donald J Pfotenhauer Dds Pc under EIN 38-2147038 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240726170009NAL0016436305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donald J Pfotenhauer Dds Pc
- EIN
- 38-2147038
- Plan number
- 002
- Location
- Escanaba, MI
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,429,043
- Net assets (EOY)
- $1,429,043
- Employer contributions
- $17,450
- Participant contributions
- $12,460
- Total income / additions
- $187,041
- Benefits paid
- $66,000
- Total expenses
- $72,131
- Net increase / (decrease)
- $114,910
- Schedule source
- Schedule I