2023 Form 5500 filing — Elizabeth Merkler, D.M.D. 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 20240926094807NAL0000975842001) for Elizabeth Merkler, D.M.D. Profit Sharing Plan, reported by Elizabeth Merkler, D.M.D. under EIN 14-6400972 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240926094807NAL0000975842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elizabeth Merkler, D.M.D.
- EIN
- 14-6400972
- Plan number
- 001
- Location
- Manasquan, NJ
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,703,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,703,058
- Employer contributions
- $28,666
- Participant contributions
- $0
- Total income / additions
- $400,261
- Benefits paid
- $0
- Administrative expenses
- $36,897
- Total expenses
- $36,897
- Net increase / (decrease)
- $363,364
- Schedule source
- Schedule I