2023 Form 5500 filing — Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 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 20241011104948NAL0021704289001) for Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(K) Plan, reported by Jasmine M. Gorton, D.M.D., Inc. under EIN 55-0870462 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,340,397
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011104948NAL0021704289001
Plan sponsor
Jasmine M. Gorton, D.M.D., Inc.
EIN
55-0870462
Plan number
001
Location
Larkspur, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.3MLiabilities$17.5K
Money in vs. money out
Total income / additions$434.4K
Total expenses$12.9K
Benefits paid / distributions$0
Contributions
Employer$23.1K
Participant$38.6K
Full reported line items
Total assets (EOY)
$2,357,871
Total liabilities (EOY)
$17,474
Net assets (EOY)
$2,340,397
Employer contributions
$23,055
Participant contributions
$38,625
Total income / additions
$434,369
Benefits paid
$0
Administrative expenses
$12,883
Total expenses
$12,883
Net increase / (decrease)
$421,486

Related Form 5500 pages