2023 Form 5500 filing — J. Derek Tieken, D.D.S., P.A. 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 20240802084240NAL0023960625001) for J. Derek Tieken, D.D.S., P.A. 401(K) Profit Sharing Plan, reported by J. Derek Tieken, D.D.S., P.A. under EIN 76-0682469 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240802084240NAL0023960625001
Filing year
2023
Form type
2
Plan sponsor
J. Derek Tieken, D.D.S., P.A.
EIN
76-0682469
Plan number
001
Location
League City, TX
Participants
14
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,463,246
Total liabilities (EOY)
$0
Net assets (EOY)
$1,463,246
Employer contributions
$41,637
Participant contributions
$55,021
Total income / additions
$295,209
Benefits paid
$0
Administrative expenses
$16,589
Total expenses
$16,589
Net increase / (decrease)
$278,620
Schedule source
Schedule I

Related Form 5500 pages