2023 Form 5500 filing — B J Aday Dds Pc 401(K) And 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 20240729111509NAL0019257569004) for B J Aday Dds Pc 401(K) And Profit Sharing Plan, reported by B. Joe Aday D.D.S., P.C. under EIN 85-0294892 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729111509NAL0019257569004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B. Joe Aday D.D.S., P.C.
- EIN
- 85-0294892
- Plan number
- 001
- Location
- Las Cruces, NM
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,184,325
- Total liabilities (EOY)
- $283,034
- Net assets (EOY)
- $2,901,291
- Total income / additions
- $166,473
- Benefits paid
- $94,261
- Total expenses
- $94,261
- Net increase / (decrease)
- $72,212
- Schedule source
- Schedule I