2023 Form 5500 filing — Edwards Everhart Dental Partnership 401(K) 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 20240927155627NAL0002505681001) for Edwards Everhart Dental Partnership 401(K) Plan, reported by Edwards Everhart Dental Partnership under EIN 80-0785896 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240927155627NAL0002505681001
Filing year
2023
Form type
2
Plan sponsor
Edwards Everhart Dental Partnership
EIN
80-0785896
Plan number
001
Location
El Dorado Hills, CA
Participants
14
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,962,659
Total liabilities (EOY)
$0
Net assets (EOY)
$1,962,659
Employer contributions
$30,594
Participant contributions
$95,365
Total income / additions
$455,087
Benefits paid
$69,239
Administrative expenses
$25
Total expenses
$69,264
Net increase / (decrease)
$385,823
Schedule source
Schedule I

Related Form 5500 pages